Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary White has been in the financial services industry since January 11, 2004 and is currently registered with PFS Investments Inc., located in Coral Springs, FL. Previously, Mary was registered with HD VEST INVESTMENT SERVICES and HBW SECURITIES LLC. Mary is licensed to offer investment advisory services in Massachusetts. Mary holds Series 6, Series 63, and SIE licenses.
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
FL
02/05/2019 - Present
PFS Investments Inc. (CORAL SPRINGS FL)
MA
06/29/2010 - 12/31/2017
HD VEST INVESTMENT SERVICES (BROCKTON MA)
MA
10/13/2006 - 12/31/2008
HBW SECURITIES LLC (BROCKTON MA)
GA
09/01/1999 - 12/31/2004
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 06/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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