Unclaimed
Barbara White is a financial professional with PFS Investments Inc., a firm that offers financial advisory services to individuals. Barbara's professional experience includes over 6 years in the financial industry. Barbara holds Series 6, Series 63, and SIE licenses. Barbara is registered to provide securities-related services in Alabama, Florida, Georgia, Mississippi, Nebraska, Texas, Virginia, and Washington.
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
AL
09/26/2017 - Present
PFS Investments Inc. (MONTGOMERY AL)
BC
Issued 11/02/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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