Unclaimed
Erika Doyle is a Registered Representative and Investment Adviser Representative with PFS Investments Inc., where Erika has been employed since October 2013. Erika is registered in several states including Arizona, California, Iowa, Maine, Massachusetts, New Hampshire, North Carolina, Texas, and Virginia. Erika has a Series 6, Series 63, Series 26, and Series 65 licenses as well as the SIE. Erika specializes in portfolio management for individuals and offers other investment-related products.
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
NH
10/21/2021 - Present
PFS Investments Inc. (HENNIKER NH)
IA
Issued 01/16/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Erika Doyle is the right advisor for you? Invested Better is here to help.