Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Ashby is an Investment Advisor Representative with PFS Investments Inc. who has been in the industry since 1997. She holds a Series 6, Series 26, Series 63 and Series 65 securities license and provides investment advice to individuals, corporations, businesses, charitable organizations and high-net-worth individuals. Mary is registered with the state of Virginia and 9 other states. She is also the owner of Your Money GPS, LLC, a legal entity formed solely for Primerica business purposes.
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
VA
08/03/2011 - Present
PFS Investments Inc. (ASHLAND VA)
IA
Issued 03/28/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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