Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachael? Claim Your ProfileRachael Pope is a registered representative with PFS Investments Inc. located in Duluth, Georgia. Rachael has been in the industry since November 14, 2013 and has a Series 7, Series 24 and Series 66 license. Rachael Pope is also registered as an Investment Advisor Representative (IAR) in Georgia. PFS Investments Inc. is a large firm that manages over $8 billion in assets. The firm specializes in providing portfolio management services for individuals. The firm also has experience managing portfolios for other client types, including charitable organizations, high net worth individuals, and corporations.
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
GA
03/23/2016 - Present
PFS Investments Inc. (DULUTH GA)
BOTH
Issued 03/18/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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