Unclaimed
Margaret Ann Lovejoy is a financial professional with over 15 years of experience in the industry. Margaret is currently registered with PFS Investments Inc. and has been with the firm since 2020. Previously, Margaret worked for PFS Investments Inc. from 2002-2016. Margaret holds the Series 6, Series 6TO, and SIE licenses and is registered in Ohio. Margaret is a dedicated professional committed to providing comprehensive financial advice to clients.
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
OH
02/27/2020 - Present
PFS Investments Inc. (CENTERVILLE OH)
OH
10/29/2002 - 09/12/2016
PFS INVESTMENTS INC. (CENTERVILLE OH)
BC
Issued 02/27/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/12/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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