Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frances? Claim Your ProfileFrances Branch has been in the financial services industry since April 2007 and is currently registered with PFS Investments Inc. Frances holds the Series 6 and Series 63 licenses and has worked with PFS Investments Inc. since January 2007. Previously, Frances was based in Gold River, CA.
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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CA
01/07/2013 - Present
PFS Investments Inc. (RANCHO CORDOVA CA)
CA
01/17/2007 - 10/23/2012
PFS INVESTMENTS INC. (GOLD RIVER CA)
BC
Issued 01/02/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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