Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emma? Claim Your ProfileEmma Woolley is a registered investment advisor representative with PFS Investments Inc. Emma has been in the industry since May 2014. Emma holds Series 6, 63, 65 and 26 licenses as well as the SIE exam. Emma is registered in Arizona, Florida, Idaho, Minnesota, Missouri, Texas, Utah and Washington. Emma can provide portfolio management services 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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WA
08/23/2017 - Present
PFS Investments Inc. (LIBERTY LAKE WA)
IA
Issued 07/31/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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