Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary ann? Claim Your ProfileMary ann Rothan is an investment advisor representative associated with PFS Investments Inc., a financial services firm based in Duluth, Georgia. Mary ann has been in the securities industry for over six years. Mary ann provides financial and investment advice to a variety of clients, including individuals, corporations, and charitable organizations. Her primary focus is on the sale of investment-related products. Mary ann also assists clients with financial planning.
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
04/09/2019 - Present
PFS Investments Inc. (WEST CHESTER OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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