Unclaimed
Stephanie Norman is a financial professional with PFS Investments Inc., a firm that manages over $8.5 billion in assets. Stephanie is registered with FINRA, and holds the Series 63, Series 6TO, and SIE licenses. She is also licensed to provide financial advice in Arizona, Indiana, and Ohio. Stephanie has been in the industry since 2021.
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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AZ
01/02/2021 - Present
PFS Investments Inc. (PEORIA AZ)
BC
Issued 01/07/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/01/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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