Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Florida? Claim Your ProfileFlorida Gail Smith is a financial professional with PFS Investments Inc. based in FORT MYERS, FL. Florida has over 6 years of experience in the financial services industry. Florida is licensed to provide investment advice and services in Florida, New York, and West Virginia. Florida specializes in offering investment advice and portfolio management to 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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FL
04/09/2024 - Present
PFS Investments Inc. (FORT MYERS FL)
WV
10/16/2017 - 03/01/2018
THRIVENT INVESTMENT MANAGEMENT INC. (Bridgeport WV)
WV
09/30/2016 - 10/03/2017
ALLSTATE FINANCIAL SERVICES, LLC (Clarksburg WV)
BC
Issued 05/15/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/26/2024
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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