Unclaimed
Dody Cameron McGee is a financial advisor registered with PFS Investments Inc. Dody has been in the industry since 2006 and is currently registered with Michigan. Dody provides portfolio management for individuals and has over 8 billion dollars in assets under management. Dody has passed the Series 6, Series 63, Series 26 and Series 65 exams. Dody also serves as a committee member for the Investment Advisory Committee for the Charter Township of Independence.
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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MI
07/29/2011 - Present
PFS Investments Inc. (CLARKSTON MI)
IA
Issued 04/13/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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