Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gretchen? Claim Your ProfileGretchen Leigh Polmanteer is a registered representative with PFS Investments Inc., which is based in Duluth, Georgia. Gretchen is licensed to provide financial advice and securities products in Texas. She has passed the Series 63, Series 6TO, and SIE exams. Gretchen's focus is on providing portfolio management services to 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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TX
08/22/2024 - Present
PFS Investments Inc. (HOUSTON TX)
BC
Issued 08/29/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/01/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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