Unclaimed
Jennifer Tapscott is a financial professional with over 5 years of experience in the industry. Jennifer is currently registered with PFS Investments Inc. and is licensed in Ohio. Jennifer has a strong understanding of investment products and services, and is committed to providing her clients with personalized financial advice. Jennifer holds a Series 6, Series 26, and Series 63 license and has passed the SIE exam. Jennifer's primary focus is providing financial advice to individuals and businesses. Jennifer's expertise allows her to help clients with a range of financial planning needs.
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
OH
01/24/2022 - Present
PFS Investments Inc. (STOW OH)
OH
10/24/2016 - 12/31/2021
PFS INVESTMENTS INC. (BRECKSVILLE OH)
BC
Issued 08/31/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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