Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roxanne? Claim Your ProfileRoxanne Jeanette Pool is a registered investment advisor with PFS Investments Inc. based in COLORADO SPRINGS, CO. Roxanne has been in the industry since March 1998 and holds the Series 6, Series 63, and SIE licenses. Roxanne is registered in Colorado and Kansas. PFS Investments Inc. is a firm based in Duluth, GA. They provide financial planning and portfolio management for individuals.
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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CO
03/11/1998 - Present
PFS Investments Inc. (COLORADO SPRINGS CO)
BC
Issued 11/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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