Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Woodin is an investment advisor representative at PFS Investments Inc. Samantha has been in the industry since 2014. Samantha has Series 6, Series 63, Series 26, and Series 65 licenses. Samantha is currently registered in Arizona, Florida, Indiana, Michigan, Missouri, Nebraska, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Virginia, and West Virginia.
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
PA
04/13/2021 - Present
PFS Investments Inc. (SUGAR GROVE PA)
PA
07/21/2014 - 12/31/2019
PFS INVESTMENTS INC. (SUGAR GROVE PA)
IA
Issued 04/02/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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