Unclaimed
Margaret Warren is a financial professional with over 11 years of experience in the financial services industry. She is a registered representative of PFS Investments Inc. and holds Series 6 and SIE licenses. Margaret is a highly skilled and experienced financial advisor who is committed to providing her clients with personalized financial advice. She is dedicated to helping clients achieve their financial goals and has a proven track record of success.
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
05/03/2013 - Present
PFS Investments Inc. (AKRON OH)
OH
10/25/2011 - 02/28/2013
PFS INVESTMENTS INC. (AKRON OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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