Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Smith is a registered representative with PFS Investments Inc., a firm that offers investment advice to a wide range of clients, including individuals, corporations, and charitable organizations. Julia is currently licensed in Texas and holds a Series 63, Series 6TO and SIE license. Julia's expertise is in providing financial planning and portfolio management for individuals.
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
TX
02/29/2024 - Present
PFS Investments Inc. (HOUSTON TX)
BC
Issued 05/23/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/03/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Julia Smith is the right advisor for you? Invested Better is here to help.
