Unclaimed
Michelle Antoinette Toler is a financial advisor with PFS Investments Inc., a firm with headquarters in Duluth, Georgia. Michelle Toler is registered in 37 states and has been in the industry since 2012. Michelle Toler specializes in investment company products and variable contracts.
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
VA
10/10/2012 - Present
PFS Investments Inc. (RICHMOND VA)
BC
Issued 12/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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