Unclaimed
Gina Kristen Haggard is a registered representative with PFS Investments Inc. Gina has been in the industry since March 25, 2019. She holds Series 6, 63, 26, and SIE licenses. Gina is registered in 7 states including Illinois, North Carolina, Oklahoma, Texas, Utah, Wisconsin and Wyoming. She 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.
1
2
WY
03/26/2019 - Present
PFS Investments Inc. (CASPER WY)
BC
Issued 04/16/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/26/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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