Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loretta? Claim Your ProfileLoretta Wilkinson is a registered representative with PFS Investments Inc. based in GREENACRES, FL. Loretta has been in the financial services industry since 2012. Loretta has a Series 6 license, Series 63 license and a SIE license. Loretta is registered in Florida, Georgia, Kentucky, New York, Tennessee and Virginia. Loretta Wilkinson is a financial advisor who works with 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
01/22/2019 - Present
PFS Investments Inc. (GREENACRES FL)
FL
11/21/2012 - 12/31/2018
PFS INVESTMENTS INC. (MARGATE FL)
BC
Issued 05/19/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Loretta Wilkinson is the right advisor for you? Invested Better is here to help.
