Unclaimed
Paula Suggs is a financial advisor at PFS Investments Inc. Paula is registered with the state of Texas and holds a Series 6 and Series 63 licenses. Paula has been a financial advisor for over 10 years and is committed to helping her clients reach their financial goals.
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
01/14/2021 - Present
PFS Investments Inc. (HOUSTON TX)
TX
01/23/2019 - 12/31/2020
PFS INVESTMENTS INC. (HOUSTON TX)
TX
01/07/2013 - 12/31/2018
PFS INVESTMENTS INC. (HOUSTON TX)
BC
Issued 08/10/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Paula Suggs is the right advisor for you? Invested Better is here to help.