Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monica? Claim Your ProfileMonica Floyd is a financial advisor associated with PFS Investments Inc. Monica is a Registered Representative and Investment Advisor Representative. Monica is currently registered in 4 states - California, Colorado, Nevada, and Washington.
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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CA
01/07/2016 - Present
PFS Investments Inc. (RIVERSIDE CA)
CA
06/07/2010 - 12/31/2015
PFS INVESTMENTS INC. (LOS ANGELES CA)
GA
01/04/2008 - 05/05/2008
PFS INVESTMENTS INC. (DULUTH GA)
GA
08/15/2007 - 12/31/2007
PFS INVESTMENTS INC. (DULUTH GA)
GA
08/23/2001 - 02/06/2006
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 08/03/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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