Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Hagala is a financial advisor with PFS Investments Inc. Julie has been working in the financial industry since 2020. Julie has a Series 63, Series 65, and Series 26 license, and is registered with the state of New Hampshire. Julie's prior work experience includes positions at PFS Office of Cassandra Sweatt, Credit Adjustment Inc., and Primerica Financial Services. Julie's firm PFS Investments Inc. is based in Duluth, Georgia, and has offices in multiple states. Julie provides financial advice to individuals, families, and 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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NH
08/20/2024 - Present
PFS Investments Inc. (HENNIKER NH)
NH
07/20/2020 - 10/11/2023
PFS INVESTMENTS INC. (CONCORD NH)
IA
Issued 08/04/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/19/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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