Unclaimed
Polly Dedrick is a registered representative with PFS Investments Inc. located in White Bear Lake, Minnesota. Polly has been in the securities industry since 2008. She is a Series 6, Series 26, and Series 63 licensed professional. Polly's current registrations include Minnesota (IA and BC). PFS Investments Inc. offers investment advice and portfolio management services for individuals, businesses, 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
MN
12/05/2013 - Present
PFS Investments Inc. (WHITE BEAR LAKE MN)
BC
Issued 05/30/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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