Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bridget? Claim Your ProfileBridget Annmarie Hartley-loftman is a financial professional with PFS Investments Inc., a firm based in Duluth, Georgia. Bridget has been active in the financial services industry since February 2014. Bridget is registered with FINRA and holds licenses in multiple states, including Florida, New Jersey, New York, and Texas. Bridget specializes in investment company products/variable contracts.
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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FL
02/11/2014 - Present
PFS Investments Inc. (WEST PALM BEACH FL)
BC
Issued 08/25/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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