Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeanne? Claim Your ProfileJeanne Girtz is a financial professional with PFS Investments Inc. She has been in the industry since 2016 and is registered in Indiana. Jeanne has a Series 6 license, which allows her to sell investment company products and variable contracts, and a Series 63 license, which allows her to conduct business in Indiana. Jeanne also holds the SIE exam.
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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IN
10/06/2016 - Present
PFS Investments Inc. (CARMEL IN)
BC
Issued 11/26/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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