Unclaimed
Chelsea Manton is a registered representative with PFS Investments Inc. and has been active in the financial services industry since April 2019. Chelsea is licensed to provide financial services in Texas and has passed the Series 63, Series 26, and Series 6TO exams. Chelsea specializes in working with individuals and has a strong understanding of the financial services industry.
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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2
TX
04/22/2019 - Present
PFS Investments Inc. (DALLAS TX)
BC
Issued 05/04/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/22/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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