Unclaimed
Rebecca Lynn Bohnenblust is a financial professional with over 20 years of experience in the industry. Rebecca is currently registered with PFS Investments Inc. and has a Series 6, Series 63 and SIE license. Rebecca specializes in portfolio management for individuals and offers a variety of advisory services, including financial planning. Rebecca has an active registration with the state of Kansas.
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
KS
02/22/2023 - Present
PFS Investments Inc. (OVERLAND PARK KS)
GA
04/06/1999 - 12/31/2005
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 03/14/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/16/2022
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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