Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileAdvisors 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
GA
10/22/2018 - Present
PFS Investments Inc. (DULUTH GA)
NY
12/02/2011 - 11/29/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
GA
10/19/2000 - 01/30/2012
GPC SECURITIES, INC. (ATLANTA GA)
MN
07/07/1997 - 08/29/2000
COMPULIFE INVESTOR SERVICES, INC. (ST. CLOUD MN)
GA
06/26/1997 - 08/29/2000
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NY
10/25/1991 - 06/12/1997
H.J. MEYERS & CO., INC. (ROCHESTER NY)
MO
01/01/1991 - 10/11/1991
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
NY
05/22/1989 - 09/06/1989
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
06/13/1986 - 05/22/1989
DREXEL BURNHAM LAMBERT INCORPORATED
NA
03/06/1986 - 05/12/1986
GEORGE K. BAUM & COMPANY
NA
11/26/1984 - 01/14/1986
WALL STREET WEST, INC.
NA
11/22/1983 - 07/20/1984
BOETTCHER & COMPANY, INC.
BC
Issued 2/15/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/7/1993
Series 24 - General Securities Principal Examination
BC
Issued 1/8/1992
Series 53 - Municipal Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 11/29/2017
SIE - Securities Industry Essentials Examination
BC
Issued 7/10/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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