Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rosemary? Claim Your ProfileRosemary Wilhelm is a financial professional with over 20 years of experience in the industry. Rosemary is a licensed investment advisor representative for PFS Investments Inc. Her office is located at 2 MID AMERICA PLZ, STE 370-A, OAKBROOK TERRACE, IL. Rosemary specializes in portfolio management for individuals. Rosemary can be reached at her office, PFS Investments Inc. at 2 MID AMERICA PLZ, STE 370-A, OAKBROOK TERRACE, IL.
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
IL
04/12/2001 - Present
PFS Investments Inc. (OAKBROOK TERRACE IL)
BC
Issued 03/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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