Unclaimed
Janice Newton is a financial advisor with PFS Investments Inc., a firm that has been serving clients for over 20 years. Janice provides a range of financial planning and investment management services to individual investors. She is committed to helping clients achieve their financial goals and build a secure future. Janice's expertise spans a number of financial areas, including retirement planning, investment strategies, and risk management. She holds Series 6, 63, and 26 securities licenses, and is registered to provide investment advice in multiple states.
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
CA
01/01/2021 - Present
PFS Investments Inc. (WOODLAND HILLS CA)
BC
Issued 01/25/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/28/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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