Unclaimed
Diane Munson is a registered representative with PFS Investments Inc. located in HAMDEN, CT. Diane has been in the industry since June 2012, working with clients in Connecticut, Florida, and New York. Diane's certifications include the Series 6, Series 63, and the SIE. Diane's specializations are in investment company products/variable contracts.
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.
1
2
CT
06/04/2012 - Present
PFS Investments Inc. (HAMDEN CT)
BC
Issued 07/01/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Diane Munson is the right advisor for you? Invested Better is here to help.