Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary jo? Claim Your ProfileMary Jo Webb is a registered investment advisor representative with PFS Investments Inc. Mary Jo has over 20 years of experience in the financial services industry. Mary Jo has been with PFS Investments Inc. since August 2022. Mary Jo is also the owner of Quakertown Tax Services Inc. and has been providing tax and bookkeeping services since March 2017.
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
PA
10/03/2023 - Present
PFS Investments Inc. (QUAKERTOWN PA)
GA
12/13/2001 - 12/31/2008
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 09/18/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/28/2022
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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