Unclaimed
Julie Freundschuh is a financial advisor with PFS Investments Inc. Julie is registered with the state of Minnesota. Julie's license has been active since August 13, 2014 and they have been working for PFS Investments Inc. since August 14, 2014. Julie holds Series 6, SIE and Series 63 licenses. Their licenses are active in Colorado, Minnesota, Tennessee and Wisconsin. Julie is also registered with FINRA and is approved to work as a registered representative.
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
MN
08/14/2014 - Present
PFS Investments Inc. (LINO LAKES MN)
BC
Issued 09/05/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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