Unclaimed
Mariette Clardy-davis is a financial professional with over 16 years of experience in the industry. Mariette is currently registered with PFS Investments Inc. in Duluth, GA. Mariette has previously held positions with a number of other firms, including WATCHDOG CAPITAL, LLC, CHURCHILL STATESIDE SECURITIES, LLC, TUXEDO CAPITAL PARTNERS, LLC, LAFISE SECURITIES CORPORATION, METRIC FINANCIAL INC., TC2000 BROKERAGE, INC., PACES BATTLE GROUP, INC., BROWN ASSOCIATES, INC., 1ST WORLDWIDE FINANCIAL PARTNERS, LLC, DIVINE CAPITAL MARKETS LLC, AMERICAN SECURITIES GROUP, INC., ELLIOTT DAVIS BROKERAGE SERVICES, LLC, YIELDQUEST SECURITIES, LLC, STATESIDE SECURITIES, LLC, REGISTER & AKERS INVESTMENTS, INC., and J.P. TURNER & COMPANY, L.L.C. Mariette holds a number of professional designations, including Series 7, Series 24, Series 63, and Series 99TO. Mariette specializes 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
GA
03/07/2023 - Present
PFS Investments Inc. (DULUTH GA)
GA
01/20/2022 - 03/01/2023
WATCHDOG CAPITAL, LLC (ALPHARETTA GA)
GA
06/25/2015 - 02/15/2023
CHURCHILL STATESIDE SECURITIES, LLC (Alpharetta GA)
GA
05/13/2021 - 09/13/2021
TUXEDO CAPITAL PARTNERS, LLC (ALPHARETTA GA)
GA
08/10/2020 - 09/08/2021
LAFISE SECURITIES CORPORATION (Alpharetta GA)
GA
04/06/2021 - 05/12/2021
METRIC FINANCIAL INC. (Atlanta GA)
GA
02/24/2016 - 12/31/2019
TC2000 BROKERAGE, INC. (Alpharetta GA)
GA
08/17/2017 - 11/02/2018
PACES BATTLE GROUP, INC. (ALPHARETTA GA)
GA
01/08/2009 - 03/12/2015
LAFISE SECURITIES CORPORATION (Alpharetta GA)
TN
01/08/2014 - 02/28/2014
BROWN ASSOCIATES, INC. (CHATTANOOGA TN)
GA
01/03/2012 - 01/27/2012
1ST WORLDWIDE FINANCIAL PARTNERS, LLC (CUMMING GA)
GA
04/29/2010 - 12/31/2011
DIVINE CAPITAL MARKETS LLC (CUMMING GA)
GA
09/28/2009 - 11/30/2009
AMERICAN SECURITIES GROUP, INC. (ATLANTA GA)
GA
02/26/2009 - 09/28/2009
ELLIOTT DAVIS BROKERAGE SERVICES, LLC (ATLANTA GA)
GA
01/02/2009 - 09/28/2009
1ST WORLDWIDE FINANCIAL PARTNERS, LLC (ATLANTA GA)
GA
06/24/2008 - 03/12/2009
YIELDQUEST SECURITIES, LLC (ATLANTA GA)
GA
10/01/2007 - 06/19/2008
STATESIDE SECURITIES, LLC (ALTANTA GA)
GA
02/21/2007 - 02/12/2008
REGISTER & AKERS INVESTMENTS, INC. (ATLANTA GA)
GA
03/21/2006 - 11/10/2006
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
BC
Issued 04/10/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 08/29/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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