Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeanne? Claim Your ProfileJeanne Clement Roberts is a financial professional with over 25 years of experience in the industry. Jeanne is currently registered with PFS Investments Inc. and has a Series 6, Series 26 and Series 63 license. Jeanne's specializations include investment company products and variable contracts. Jeanne has served clients in California, Kansas, Missouri, Oklahoma, and Texas.
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
KS
01/09/1995 - Present
PFS Investments Inc. (WICHITA KS)
BC
Issued 01/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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