Unclaimed
Dawn Allen-pyne is a registered investment advisor representative with PFS Investments Inc. located in Dover, Delaware. Dawn has been in the financial industry since March 31, 2013 and has a wide range of experience with various investment products and services. Dawn's expertise includes investments in stocks, bonds, mutual funds, and variable annuities. Dawn also offers financial planning services to individuals and families. Dawn is committed to providing clients with personalized advice and guidance to help them achieve their financial goals.
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
DE
03/28/2023 - Present
PFS Investments Inc. (DOVER DE)
IA
Issued 03/21/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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