Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Iva? Claim Your ProfileIva Mallory is a financial professional with over 26 years of experience in the industry. Iva has worked with PFS Investments Inc. since 2010, and has a broad knowledge of investment strategies and products. Iva currently works at the Macon, GA branch of PFS Investments Inc., and is registered in both Florida and Georgia. Iva specializes in investment company products, and holds Series 6, 26, and 63 licenses.
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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GA
08/12/2010 - Present
PFS Investments Inc. (MACON GA)
GA
03/02/1993 - 12/31/2009
PFS INVESTMENTS INC. (MACON GA)
BC
Issued 03/26/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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