Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Lynn Koegl is a financial professional with over 20 years of experience in the financial industry. Jennifer is currently registered with PFS INVESTMENTS INC. and has been with the firm since 2007. Her previous experience includes working with PFS INVESTMENTS INC. in Duluth, Georgia. Jennifer has a broad range of experience and holds several licenses, including the Series 6, Series 63, Series 26 and the Series 65. She is committed to providing clients with personalized financial advice and strategies to help them achieve their financial goals.
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
NY
12/16/2021 - Present
PFS Investments Inc. (CLIFTON PARK NY)
GA
01/24/2001 - 10/17/2005
PFS INVESTMENTS INC. (DULUTH GA)
GA
01/18/2000 - 12/31/2000
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 12/15/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/20/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/17/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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