Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gail? Claim Your ProfileGail Elizabeth Clark is an investment advisor representative at PFS Investments Inc. Gail has been in the financial industry since May 2010 and holds Series 6, 63 and 65 securities licenses and the SIE exam. Gail has registration approvals in Arizona, Illinois, Indiana, Massachusetts and Texas. Gail primarily works with high-net-worth individuals, corporations, and other businesses. Gail also receives non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services.
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
IL
04/05/2013 - Present
PFS Investments Inc. (ROLLING MEADOWS IL)
IA
Issued 02/19/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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