Unclaimed
Paulette Franklin is a financial advisor with PFS Investments Inc. Paulette has been in the industry since January 2019 and has passed several exams including the Series 63, Series 26 and Series 6. Paulette is licensed to provide financial advice in 16 states and has a strong track record of providing comprehensive financial planning and investment management services. Paulette has a strong understanding of the needs of individuals, corporations and charitable organizations.
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
FL
01/15/2019 - Present
PFS Investments Inc. (GREENACRES FL)
BC
Issued 06/07/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/16/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2019
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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