Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jillian? Claim Your ProfileJillian Coney is a registered representative with PFS Investments Inc. based in Bloomington, MN. Jillian has been in the industry since June 30, 2024 and has passed the Series 6TO and Securities Industry Essentials Examination. PFS Investments Inc. is an investment firm based in Duluth, GA with approximately $8.5 billion in assets under management. The firm provides portfolio management for individuals and specializes in serving high-net-worth individuals, corporations, and charitable organizations.
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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MN
07/01/2024 - Present
PFS Investments Inc. (BLOOMINGTON MN)
BC
Issued 07/01/2024
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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