Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Wiltgen is an investment advisor representative for PFS Investments Inc. and has been in the industry since March 9, 2001. Barbara is registered with the state of Iowa as an investment advisor representative and has worked with PFS Investments Inc. since January 2003. Barbara has also worked with PRIMERICA FINANCIAL SERVICES and BOHANNON FINANCIAL.
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
IA
08/10/2011 - Present
PFS Investments Inc. (HIAWATHA IA)
NA
06/08/1987 - 08/12/1989
PRUCO SECURITIES CORPORATION
IA
Issued 05/24/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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