Unclaimed
Gail Bardwell is an investment advisor representative associated with PFS Investments Inc., a registered investment advisor. Gail is registered with FINRA and has two product licenses: the Series 6TO - Investment Company Products/Variable Contracts Representative Examination and the SIE - Securities Industry Essentials Examination. Gail is licensed to provide investment advisory services for individuals and has been in the industry since March 12, 2023. The firm's main office is located in Duluth, Georgia and has 3,515 registered investment advisor representatives across the United States. The firm specializes in providing financial advisory services to high-net-worth individuals, corporations, and charitable organizations.
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
GA
03/13/2023 - Present
PFS Investments Inc. (CUMMING GA)
BC
Issued 03/11/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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