Unclaimed
Geraldine Withers is a financial professional with over 27 years of experience in the industry. Geraldine is currently registered with PFS Investments Inc. and holds the Series 6, Series 26, and Series 63 licenses. Geraldine has been registered in Michigan and Georgia, with her most recent registration in Georgia being effective October 2006. Geraldine specializes in providing portfolio management for 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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MI
03/23/1995 - Present
PFS Investments Inc. (SOUTHFIELD MI)
BC
Issued 03/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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