Unclaimed
Barbara Ann Koch is an investment advisor representative with PFS Investments Inc. based in CENTERVILLE, OH. Barbara has been in the securities industry since August 6, 2002. Barbara has Series 6 and SIE licenses and is registered in Ohio. Barbara's primary role is to provide investment advice to individuals. Barbara may also provide financial products through affiliated companies of PFS Investments Inc.
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
OH
02/27/2015 - Present
PFS Investments Inc. (CENTERVILLE OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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