Unclaimed
Marsha Stoner is a financial advisor with PFS Investments Inc. Marsha has been in the industry since August 27, 1989, and is registered in Indiana and Texas. Marsha's firm, PFS Investments Inc. is based in Duluth, GA and has over 59,000 accounts under management. The firm provides portfolio management for individuals, with total assets under management of $8,461,983,895.
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
IN
05/14/2007 - Present
PFS Investments Inc. (DELPHI IN)
GA
05/04/2004 - 12/31/2004
PFS INVESTMENTS INC. (DULUTH GA)
GA
12/15/1986 - 12/31/2003
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 10/13/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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