Unclaimed
Margaret Chadwick is a financial professional with over 14 years of experience in the financial services industry. Margaret currently works with PFS Investments Inc., a firm that specializes in providing investment advice and portfolio management services. Margaret is registered to provide investment advice in Texas. Margaret's focus is on providing comprehensive financial planning and investment management services to individuals, families, and businesses. Margaret is committed to helping her clients achieve their financial goals.
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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TX
01/03/2008 - Present
PFS Investments Inc. (HARKER HEIGHTS TX)
GA
08/15/2005 - 12/31/2007
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 05/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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