Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pearl? Claim Your ProfilePearl Eugenia Wales is a financial professional with PFS Investments Inc., a firm based in Duluth, GA, with over 59,808 client accounts and over $8.5 billion in assets under management. Pearl is registered in Mississippi and Louisiana. Pearl has been in the industry since June 2018. Pearl holds the Series 63, Series 6 and Series 26 licenses and is a registered representative with FINRA. Pearl also holds the SIE designation.
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
MS
06/02/2018 - Present
PFS Investments Inc. (BRANDON MS)
BC
Issued 06/14/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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