Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeannette? Claim Your ProfileJeannette Simon has been a registered representative in the securities industry since 1999. Jeannette is currently registered with PFS Investments Inc. and has a Series 6 and Series 63 license. Jeannette has a wealth of experience in the securities industry and has been serving clients in the Columbia, MD area for many years.
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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MD
11/29/2014 - Present
PFS Investments Inc. (COLUMBIA MD)
MD
11/30/1999 - 01/21/2014
PFS INVESTMENTS INC. (BALTIMORE MD)
BC
Issued 03/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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