Unclaimed
Gretchen Melissa Snow is a registered Investment Advisor Representative, with PFS Investments Inc., a firm headquartered in Duluth, GA. Gretchen is a registered Investment Advisor Representative in Connecticut, Maine, Massachusetts, New Hampshire, New York and Vermont. Her primary office is located at 140 MONADNOCK HWY, UNIT 6, SWANZEY, NH.
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
NH
11/09/2017 - Present
PFS Investments Inc. (SWANZEY NH)
IA
Issued 09/23/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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