Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Dorceus is a registered representative with PFS Investments Inc., a financial firm based in Duluth, GA. Julie has been in the industry since September 2021, and holds Series 6TO, SIE, and Series 26 licenses. She is currently registered in Florida. Julie specializes in investment company products and variable contracts, and offers 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
FL
09/20/2021 - Present
PFS Investments Inc. (FORT LAUDERDALE FL)
BC
Issued 09/13/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/20/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Julie Dorceus is the right advisor for you? Invested Better is here to help.
