Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Estella Roberts is a financial advisor at PFS Investments Inc. Mary has been in the industry for over 15 years. Mary is licensed in the state of Ohio. The firm's main office is located in Duluth, GA. PFS Investments Inc. has over 3500 employees and manages over 8 billion dollars in assets. Mary specializes in Investment Company Products/Variable Contracts. Mary has also passed the Securities Industry Essentials Examination.
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
OH
01/11/2022 - Present
PFS Investments Inc. (CENTERVILLE OH)
OH
12/26/2013 - 12/31/2021
PFS INVESTMENTS INC. (CENTERVILLE OH)
OH
01/15/2013 - 12/26/2013
PFS INVESTMENTS INC. (MIAMISBURG OH)
OH
02/01/2011 - 12/31/2012
PFS INVESTMENTS INC. (MIAMISBURG OH)
OH
01/03/2008 - 12/31/2010
PFS INVESTMENTS INC. (MIAMISBURG OH)
GA
07/30/2007 - 12/31/2007
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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