Unclaimed
Brooke Harthorn is a financial advisor associated with PFS Investments Inc. Brooke has a Series 6, Series 63, and Series 26 licenses. Brooke can provide financial advice to individuals. Brooke has been working in the financial services industry since April 2017 and has been with PFS Investments Inc. since April 2017. Brooke's office is located at 1643 LEWIS AVE STE 12 in BILLINGS, MT.
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
MT
04/26/2017 - Present
PFS Investments Inc. (BILLINGS MT)
BC
Issued 06/09/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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