Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary F. Watkins is a financial advisor with over 14 years of experience in the financial services industry. Mary is currently registered with PFS Investments Inc. and is licensed in Florida and Minnesota. She holds a Series 6 and Series 63 license and the SIE exam. Mary specializes in providing financial advice and portfolio management to individuals and businesses. Her experience includes working with clients on a variety of financial planning needs, including retirement planning, college savings, and estate planning. Mary is committed to providing her clients with personalized financial advice and guidance.
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
MN
01/13/2023 - Present
PFS Investments Inc. (WHITE BEAR LAKE MN)
MN
02/23/2009 - 12/31/2022
PFS INVESTMENTS INC. (WHITE BEAR LAKE MN)
BC
Issued 11/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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