Unclaimed
Jane Juanita Wolfenbarger is a financial advisor with PFS Investments Inc. who has been in the industry since July 10, 1996. Jane is licensed in California, Michigan, and Ohio. Jane holds the Series 6, SIE, and Series 63 licenses. PFS Investments Inc. is an investment advisory firm headquartered in Duluth, Georgia. The firm manages assets for individual investors, corporations, charitable organizations, and high-net-worth 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
MI
07/11/1996 - Present
PFS Investments Inc. (FLAT ROCK MI)
BC
Issued 07/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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