Unclaimed
Emily Wolfenbarger is a registered representative with PFS Investments Inc., a firm based in Duluth, GA. Emily is a seasoned financial professional, having been in the industry since January 2013, working with clients in Knoxville, TN. Emily holds several licenses, including Series 6, Series 26 and Series 63, as well as the SIE exam. Emily specializes in providing portfolio management for individuals.
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
TN
06/17/2015 - Present
PFS Investments Inc. (KNOXVILLE TN)
TN
09/21/2012 - 02/13/2015
PFS INVESTMENTS INC. (KNOXVILLE TN)
BC
Issued 11/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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