Unclaimed
Rose Marie Pagel is a registered representative with PFS Investments Inc., a firm that has been in business for many years. Rose has over 2 years of experience in the financial industry. She specializes in providing investment advice to individuals. Rose is licensed in Tennessee and is a Series 63, Series 6TO, and SIE licensed advisor.
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
TN
08/09/2023 - Present
PFS Investments Inc. (PORTLAND TN)
BC
Issued 09/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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