Unclaimed
Ashley Rogers is a financial professional with PFS Investments Inc., a firm based in Duluth, GA. Ashley specializes in helping individuals with their financial goals and has been in the industry since 2020. Ashley holds a Series 63, 6TO, SIE, and Series 26 license and is registered in Oklahoma and Texas.
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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2
TX
09/30/2020 - Present
PFS Investments Inc. (PLANO TX)
BC
Issued 10/16/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/30/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/23/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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