Invested Better
Unclaimed

Unclaimed

Unclaimed

Jillian Marie Cavanaugh

PFS Investments Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jillian? Claim Your Profile

About Jillian Marie Cavanaugh

Jillian Marie Cavanaugh is a registered representative with PFS Investments Inc. Jillian has been in the financial services industry since September 27, 2020. She is licensed to offer investment advice in Maine, Massachusetts and New Hampshire. She offers a range of financial services, including portfolio management for individuals.

Firm Information

Jillian Cavanaugh is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jillian Cavanaugh’s Registration & Firm History

NH

03/17/2022 - Present

PFS Investments Inc. (MANCHESTER NH)

Not sure if Jillian Marie Cavanaugh is right for you?

Licenses & Designations

IA

Issued 03/02/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/17/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/26/2022

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 09/26/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/25/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jillian Marie Cavanaugh.
Not sure if Jillian Marie Cavanaugh is right for you?