Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marguerite? Claim Your ProfileMarguerite Strickland is an Investment Advisor Representative with PFS Investments Inc., holding Series 6, SIE and Series 63 licenses. Marguerite has over 28 years of experience in the financial services industry and has worked for PFS Investments Inc. for over 28 years. Marguerite is registered with the state of Ohio as an Investment Advisor Representative and is also registered with the states of California and Georgia as a Broker/Dealer. Marguerite's area of expertise is in 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.
1
2
OH
09/03/2015 - Present
PFS Investments Inc. (BEACHWOOD OH)
BC
Issued 12/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Marguerite Strickland is the right advisor for you? Invested Better is here to help.
