Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Roach is a financial advisor registered with PFS Investments Inc. in Mississippi. Courtney has been in the financial industry since 2021 and holds Series 6, 63, 26 and SIE licenses. Courtney specializes in providing investment advice to individuals and has been with PFS Investments Inc. since 2021.
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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MS
01/31/2023 - Present
PFS Investments Inc. (JACKSON MS)
MS
08/16/2021 - 12/31/2022
PFS INVESTMENTS INC. (JACKSON MS)
BC
Issued 10/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/16/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/28/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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