Unclaimed
Marjorie Loretta Reid is a financial advisor with PFS Investments Inc. Marjorie has been in the industry since 1993 and is registered with FINRA and the states of Colorado, Florida, Georgia, New Jersey and New York. PFS Investments Inc. is an SEC registered investment advisor with offices in Duluth, Georgia and Davie, Florida. They provide financial planning and portfolio management services to individuals, businesses and charitable organizations.
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
FL
01/13/1993 - Present
PFS Investments Inc. (DAVIE FL)
BC
Issued 03/31/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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