Unclaimed
Dennis Woodall is an investment advisor representative with PFS Investments Inc. Dennis has been in the industry since 2014. Dennis has passed the Series 6, Series 7TO, Series 26 and Series 65 exams. Dennis's firm, PFS Investments Inc., is headquartered in Duluth, GA and is a registered investment advisor. The firm provides investment advice to a variety of clients, including individuals, corporations, and charitable organizations. PFS Investments Inc. manages over $8 billion in assets for its clients.
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
GA
07/15/2015 - Present
PFS Investments Inc. (DULUTH GA)
IA
Issued 06/29/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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