Unclaimed
Jessica Phillips is a financial advisor with PFS Investments Inc. Jessica is a registered representative with FINRA and holds the Series 6 and Series 26 licenses. Jessica has been in the industry since 2016 and has experience with a wide range of investment products and services. Jessica focuses on individual investors and offers investment advisory services to individuals.
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
GA
03/24/2021 - Present
PFS Investments Inc. (CONYERS GA)
GA
12/27/2016 - 10/21/2019
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 07/15/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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