Unclaimed
Margaret Anne Baethke is a registered representative with PFS Investments Inc. and has been in the industry since December 14, 2021. Margaret has passed the Series 6TO, Series 26, and the SIE exams. Margaret specializes in providing investment advice and portfolio management services to 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.
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2
GA
12/15/2021 - Present
PFS Investments Inc. (DULUTH GA)
BC
Issued 04/13/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/15/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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