Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Gormley is an investment advisor representative at PFS Investments Inc. Michelle has been in the industry since February 2013 and has her Series 6, 63 and 65 licenses. Michelle is registered with the state of Kansas. Michelle specializes in working with individuals and has been with PFS Investments Inc. since February 2013. Michelle also works for Primerica Financial Services in Topeka, KS.
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
KS
01/22/2014 - Present
PFS Investments Inc. (TOPEKA KS)
IA
Issued 07/21/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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