Unclaimed
Gloria Terry Sweet is a registered representative with PFS Investments Inc. and has been in the securities industry since June 17, 1986. Gloria is licensed in Florida and has been with PFS Investments Inc. since January 27, 2005. Gloria has Series 6, 26, and 63 securities licenses and is registered with FINRA. Gloria's branch office is located in Davie, FL. Gloria specializes in 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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2
FL
01/27/2005 - Present
PFS Investments Inc. (DAVIE FL)
GA
05/23/1986 - 12/31/2004
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 04/02/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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