Unclaimed
Rhonda McRae is a financial advisor with PFS Investments Inc., based in ROCK HILL, SC. Rhonda has been in the financial services industry for over 24 months and is a licensed representative of PFS Investments Inc. Rhonda holds a Series 63, 26, and 6TO and has been registered with the state of South Carolina since 1/23/2024. Rhonda also holds a Series SIE and has been registered with the state of Georgia since 3/7/2024, North Carolina since 3/8/2024, and Tennessee since 7/26/2024. Rhonda specializes in investment advisory services for individuals and families.
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
SC
10/25/2023 - Present
PFS Investments Inc. (ROCK HILL SC)
BC
Issued 01/19/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/25/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/09/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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