Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gloria? Claim Your ProfileGloria Illidge is a financial professional with over 10 years of experience in the industry. Gloria currently holds Series 6, 7, 26 and 63 licenses, and is registered to provide investment advice in Florida. Gloria has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and is currently an advisor with PFS Investments Inc..
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
FL
08/29/2022 - Present
PFS Investments Inc. (MIAMI FL)
FL
08/11/2011 - 04/04/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
BC
Issued 01/25/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/27/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/26/2022
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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