Unclaimed
Paula Janene Glenn is a licensed investment advisor representative with PFS Investments Inc. Paula has been in the securities industry since December 10, 1996 and is licensed to provide investment advice in Michigan and Utah. Paula is registered with FINRA and the state of Michigan. She holds the Series 6, Series 26, and Series 63 licenses. Paula's specializations include Series 6.
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
MI
12/11/1996 - Present
PFS Investments Inc. (PORTAGE MI)
BC
Issued 12/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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