Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marguerite? Claim Your ProfileMarguerite Elizabeth Tracer is a financial professional with PFS Investments Inc. Marguerite has been in the industry since December 2022. Marguerite is currently registered to provide investment advice in Michigan, Oregon, Virginia, and Washington. Marguerite has obtained the Series 63, 6TO, and SIE licenses. Marguerite is experienced in providing investment advice and portfolio management for 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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NJ
12/19/2022 - Present
PFS Investments Inc. (TOTOWA NJ)
BC
Issued 02/25/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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