Unclaimed
Mary Barnett is a financial advisor registered with PFS Investments Inc. in Davie, Florida. Mary has been working in the financial services industry since October 1986 and holds a Series 6, Series 63, and SIE license. Mary is primarily focused on providing investment advice to individuals and is also licensed to provide investment advice to corporations or other businesses, charitable organizations, and high-net-worth individuals. Mary's current firm, PFS Investments Inc., is a Registered Investment Advisor with over 8 billion dollars in assets under management.
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
10/19/2006 - Present
PFS Investments Inc. (DAVIE FL)
GA
06/27/1986 - 06/15/2006
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 08/01/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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