Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Adams is a financial professional with over 20 years of experience in the financial services industry. Barbara is a registered representative of PFS Investments Inc. and is licensed to offer securities and investment advisory services in California. She is also a Series 6 and Series 63 licensed professional. Her firm, PFS Investments Inc., is a well-established financial services firm with a long history of serving individuals and businesses. Barbara is dedicated to providing her clients with personalized financial advice and guidance to help them reach their financial goals.
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
01/15/2002 - Present
PFS Investments Inc. (RANCHO CUCAMONGA CA)
GA
09/16/1997 - 09/04/2001
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 09/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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