Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Lomax is a registered representative with PFS Investments Inc. Mary has been in the industry since January 9, 2012. Mary is registered in Georgia, North Carolina, and South Carolina. Mary holds Series 6, Series 63, and SIE licenses. Mary specializes in investment company products/variable contracts. PFS Investments Inc. offers a wide range of investment services, including portfolio management for individuals. The firm has approximately $8.46 billion in assets under management.
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
01/10/2012 - Present
PFS Investments Inc. (GREENVILLE SC)
BC
Issued 11/21/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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