Unclaimed
Cori Clemens is a financial advisor with PFS Investments Inc. Cori has been in the industry since May 2014 and is registered with the state of Arizona. Cori holds the Series 6, SIE and Series 63 licenses. PFS Investments Inc. is an investment advisory firm that specializes in providing portfolio management services for individuals. The firm has over $8.4 billion in assets under management and is based in Duluth, Georgia.
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
AZ
01/12/2023 - Present
PFS Investments Inc. (GOODYEAR AZ)
AZ
05/21/2014 - 12/31/2022
PFS INVESTMENTS INC. (AVONDALE AZ)
BC
Issued 05/30/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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