Unclaimed
Anne Margaret Curci has been in the financial industry since January 5, 1994. Anne is currently registered with PFS Investments Inc. in New York, Florida, Connecticut, North Carolina, and Vermont. Anne is also registered as an Investment Advisor Representative in New York. Anne has previously worked at FIRST UNION SECURITIES, INC. in St. Louis, Missouri. Anne has passed the Series 6, Series 26, Series 63, and SIE exams. Anne holds the following designations: . Anne specializes in the following areas: 6.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
NY
08/03/2021 - Present
PFS Investments Inc. (NEWBURGH NY)
MO
02/21/2001 - 02/27/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
GA
10/01/1993 - 01/26/2001
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 07/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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