Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lula? Claim Your ProfileLula Marie Jones is a registered representative with PFS Investments Inc. and has been in the financial services industry since 2017. She is licensed to sell securities in Georgia and Tennessee. Lula holds a Series 63 license, which enables her to sell securities in those states. She also has Series 6 and SIE licenses. This allows her to sell investment company products and variable contracts. Lula has been with PFS Investments Inc. in multiple roles since 2015. She is currently working with the firm's office in Atlanta, GA.
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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GA
01/26/2022 - Present
PFS Investments Inc. (ATLANTA GA)
GA
09/07/2021 - 12/31/2021
PFS INVESTMENTS INC. (ATLANTA GA)
GA
08/24/2015 - 01/31/2020
PFS INVESTMENTS INC. (HAPEVILLE GA)
BC
Issued 08/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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