Unclaimed
Glennis Rose is a financial advisor at PFS Investments Inc. Glennis has been in the financial services industry since 1992 and has experience working with a variety of clients, including individuals, corporations, and charitable organizations. Glennis is a registered representative with FINRA and holds the Series 6, 7, 26, 63, and 66 securities licenses. Glennis also has experience working with investment company products and variable contracts. Glennis is committed to providing her clients with personalized financial advice and guidance.
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
GA
10/20/2023 - Present
PFS Investments Inc. (LAWRENCEVILLE GA)
OH
12/06/2022 - 04/14/2023
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
GA
03/27/2020 - 12/07/2022
PFS INVESTMENTS INC. (LAWRENCEVILLE GA)
SC
04/08/2019 - 11/26/2019
LPL FINANCIAL LLC (FORT MILL SC)
GA
09/07/2001 - 04/09/2019
PFS INVESTMENTS INC. (LAWRENCEVILLE GA)
GA
03/21/1996 - 02/21/2001
PFS INVESTMENTS INC. (DULUTH GA)
NY
08/13/1994 - 06/30/1995
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. (NEW YORK NY)
MA
10/05/1993 - 11/04/1994
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
NJ
10/09/1992 - 07/07/1993
COPELAND EQUITIES, INC. (SOMERSET NJ)
MN
04/04/1992 - 08/12/1992
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
NA
08/13/1991 - 09/13/1991
L.P. CHARLES & COMPANY
NA
06/20/1989 - 09/13/1991
MONMOUTH INVESTMENTS, INC.
GA
04/22/1991 - 05/08/1991
BURNETT, GREY & CO., INC. (ATLANTA GA)
CO
10/16/1989 - 02/04/1991
KOBER FINANCIAL CORP. (ENGLEWOOD CO)
CO
06/20/1989 - 10/24/1989
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
BOTH
Issued 09/14/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Glennis Rose is the right advisor for you? Invested Better is here to help.