Unclaimed
Martha McAlhaney is a registered representative with PFS Investments Inc., a firm that provides financial and investment services. Martha has been in the industry since 1984 and holds various licenses and certifications, including Series 6, Series 26, and Series 63. Martha has been with PFS Investments Inc. since 2006 and specializes in providing portfolio management services 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
SC
02/09/1984 - Present
PFS Investments Inc. (COLUMBIA SC)
BC
Issued 07/06/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Martha McAlhaney is the right advisor for you? Invested Better is here to help.