Unclaimed
Renee Miller is a financial advisor with PFS Investments Inc. Renee has been in the industry since January 2010. Renee holds Series 6, 26, and 63 licenses as well as the SIE. Renee is registered with Minnesota, Montana and Wisconsin. Renee has a branch office located in White Bear Lake, Minnesota, in addition to another branch in North Oaks, Minnesota. Renee specializes in providing investment advice to individual clients. Renee may also 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.
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2
MN
12/05/2013 - Present
PFS Investments Inc. (WHITE BEAR LAKE MN)
BC
Issued 01/15/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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