Unclaimed
Michelle Ober is a financial advisor with PFS Investments Inc. based in Houston, TX. Michelle has been in the industry since 2012 and holds Series 6, Series 63, and SIE licenses. Michelle has experience working with individuals, high-net-worth individuals, charitable organizations, and corporations or other businesses.
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.
1
2
TX
08/13/2012 - Present
PFS Investments Inc. (HOUSTON TX)
BC
Issued 08/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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