Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judy? Claim Your ProfileJudy Kay Bezona is a financial professional with over 10 years of experience in the industry. Judy is currently registered with PFS Investments Inc. in DACULA, GA. Judy has passed the Series 6, Series 26 and Series 63 exams and is also registered in Colorado and Kansas. Judy's firm is a Registered Investment Advisor (RIA) and has over 8.4 billion dollars in assets under management. The firm focuses on providing portfolio management for individuals, and specializes in offering financial advice and services to individuals and families, corporations, high net worth individuals, 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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GA
01/29/2008 - Present
PFS Investments Inc. (DACULA GA)
BC
Issued 10/21/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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