Unclaimed
Donna Gatlin is a financial professional with PFS Investments Inc. Donna's experience in the industry spans over 5 years and she holds licenses in several states, including Arkansas, Mississippi, New York, and Texas. Donna is passionate about helping her clients achieve their financial goals and is committed to providing them with personalized financial advice. Her expertise includes investment company products and variable contracts, and she is licensed to provide investment advice in these areas. Donna is a dedicated professional and is a valuable asset to the PFS Investments Inc. team.
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
AR
10/26/2017 - Present
PFS Investments Inc. (LITTLE ROCK AR)
BC
Issued 02/09/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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