Unclaimed
Megann Murphy is a Registered Representative and Investment Adviser Representative associated with PFS Investments Inc. Megann has 2 state exams and 4 product exams. Megann is currently registered with the state of South Dakota and has prior registrations in 11 states. Megann's experience includes work at PFS Investments Inc. and Primerica Financial Services. Megann is an active investment advisor representative in South Dakota and has a branch office location at 8830 E GERMANN RD, BUILDING 27 STE F in MESA, AZ.
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
AZ
03/08/2023 - Present
PFS Investments Inc. (MESA AZ)
IA
Issued 12/30/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/12/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/26/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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