Unclaimed
Rita Jean Huckle is a registered representative and investment advisor representative with PFS Investments Inc. based in Carnegie, PA. Rita has over 40 years of experience in the financial services industry. Rita specializes in providing investment advice and portfolio management for individuals. Rita holds a Series 6, Series 63, Series 26 and Series 65 license and is registered with the state of Pennsylvania and Texas. Rita is also registered with FINRA.
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
PA
05/18/2021 - Present
PFS Investments Inc. (CARNEGIE PA)
IA
Issued 04/01/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/1985
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Rita Huckle is the right advisor for you? Invested Better is here to help.