Unclaimed
Jessie Morgan is a financial advisor with PFS Investments Inc. Jessie is registered in the state of Florida. Jessie has been in the financial services industry for 1 year and has passed the Series 6TO and SIE exams. Jessie is based in Millersville, Maryland.
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.
1
2
MD
03/23/2022 - Present
PFS Investments Inc. (MILLERSVILLE MD)
BC
Issued 03/23/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jessie Morgan is the right advisor for you? Invested Better is here to help.