Unclaimed
Mary Del Nunley is an investment advisor representative at PFS Investments Inc. Mary is a registered investment advisor in Wyoming and holds the Series 6, 63, 26, and 65 licenses. Mary has been in the industry since January 19, 2018. Mary also holds a Series SIE license. PFS Investments Inc. is an investment firm based in Duluth, Georgia. The firm has approximately 8.5 billion dollars in assets under management. Mary primarily works with individuals, corporations, and charitable organizations. Mary also has experience working with high net worth 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.
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2
WY
09/15/2021 - Present
PFS Investments Inc. (GILLETTE WY)
IA
Issued 09/07/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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