Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Ann Brown is an Investment Advisor Representative at PFS Investments Inc. Julie is licensed to provide financial planning advice and portfolio management for individuals. Julie has been in the industry for over 2 years and holds the Series 6TO and SIE licenses. PFS Investments Inc. is an investment firm based in Duluth, Georgia. They specialize in managing portfolios for individuals, high-net-worth individuals, charitable organizations, corporations, and other businesses.
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
FL
07/26/2024 - Present
PFS Investments Inc. (TAMPA FL)
BC
Issued 07/26/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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