Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you April? Claim Your ProfileApril Wolters is a financial advisor with PFS Investments Inc. April has over 25 years of experience in the financial services industry. April is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6, Series 26, and Series 63 licenses, as well as the SIE exam. She is also registered with the states of Florida, Michigan, Ohio, and Texas. April focuses on providing investment advice to individuals and businesses.
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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MI
05/16/1997 - Present
PFS Investments Inc. (FARMINGTON HILLS MI)
BC
Issued 04/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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