Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Yepma is a registered representative with PFS Investments Inc. Samantha is licensed to offer securities advice in Minnesota and Wisconsin and has been in the industry since October 2019. Samantha has passed the SIE, Series 6 and Series 63 exams. Samantha is able to provide portfolio management advice to 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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WI
10/30/2019 - Present
PFS Investments Inc. (RICE LAKE WI)
BC
Issued 01/11/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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