Unclaimed
Rebecca Barbe is an investment advisor representative with pfs investments inc. in HIGHLAND HEIGHTS, OH. Rebecca has been in the securities industry since December 26, 2014. Rebecca has passed the Securities Industry Essentials Examination and the Investment Company Products/Variable Contracts Representative Examination. Rebecca is registered with the state of Ohio. Rebecca also works as a certified needles trainer for Needles, Inc. Rebecca is part-time or full-time employed by companies affiliated with pfs investments inc. and may receive non-investment related compensation from PRIMERICA MORTGAGE, LLC for the sale of loan products and/or PRIMERICA CLIENT SERVICES, INC. for part-time referrals of home security and automation products, as well as other home related services.
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
OH
08/14/2015 - Present
PFS Investments Inc. (HIGHLAND HEIGHTS OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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