Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Savannah? Claim Your ProfileSavannah Webb is a registered investment advisor representative with PFS Investments Inc. in Quakertown, Pennsylvania. Savannah has been in the industry since 2022. Savannah is licensed in Pennsylvania, New Jersey and Ohio and holds the Series 63, Series 65 and Series 6TO licenses. Savannah also holds the SIE exam certification. Savannah works with individuals, corporations, and charitable organizations to provide investment advice and financial planning services.
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
03/26/2024 - Present
PFS Investments Inc. (QUAKERTOWN PA)
IA
Issued 03/13/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/28/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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