Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Annie? Claim Your ProfileAnnie Roy is a financial professional with PFS Investments Inc., a firm focused on providing portfolio management for individuals. Annie has a broad range of experience, including both state and product exams, and has earned their Series 63, Series 6TO, and SIE licenses. Annie currently holds active registrations in both California and New Jersey.
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.
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CA
01/30/2024 - Present
PFS Investments Inc. (SANTA CLARITA CA)
BC
Issued 06/21/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/14/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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