Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claudia? Claim Your ProfileClaudia L. Bowles is a registered representative at PFS Investments Inc. in BLOOMFIELD, CT. Claudia has been in the industry since 2011 and has Series 6, Series 63, and SIE licenses. She is registered with the state of Connecticut and has been since 2011. Claudia's clients include high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth. PFS Investments Inc. offers portfolio management for individuals and has regulatory assets under management of approximately $8.46 billion.
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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CT
05/26/2011 - Present
PFS Investments Inc. (BLOOMFIELD CT)
BC
Issued 05/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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