Unclaimed
S Trowbridge is a financial professional with over 40 years of experience in the industry. S is currently registered with PFS Investments Inc. and holds Series 6, 26 and 63 licenses as well as the SIE exam. S is registered with the state of Georgia as well as six other states. S specializes in portfolio management for individuals. S is located in Evans, GA.
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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GA
02/04/1983 - Present
PFS Investments Inc. (EVANS GA)
BC
Issued 03/07/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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