Unclaimed
Chelsea Rowe is a financial advisor with PFS Investments Inc., a firm located in Duluth, GA. Chelsea is registered with FINRA and the state of Florida and holds the Series 6TO and SIE licenses. She has been in the financial industry since February 3, 2023. Chelsea focuses on providing portfolio management services to individuals.
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
FL
02/04/2023 - Present
PFS Investments Inc. (ORLANDO FL)
BC
Issued 02/04/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/31/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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