Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jody? Claim Your ProfileJody Morvant is a financial professional with PFS Investments Inc. Jody has been in the industry since January 3rd, 2019. Jody is registered with the state of Louisiana. Jody's current role with PFS Investments Inc. is active, with PFS Investments Inc. having a branch office in Dallas, TX. Jody is a Series 6 licensed representative and has passed the Securities Industry Essentials Examination.
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
TX
01/04/2019 - Present
PFS Investments Inc. (DALLAS TX)
BC
Issued 01/05/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2019
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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