Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Jones is a financial advisor with PFS Investments Inc., registered with the state of Mississippi. Stephanie is active in the Broker/Dealer (BC) field since May 2016 and has passed the Series 6, Series 26, and Series 63 exams. Stephanie holds a Series 6 license, which means she can sell mutual funds and variable insurance products. Stephanie has an active registration with FINRA and is a registered representative at PFS Investments Inc. Stephanie's firm is headquartered in Duluth, Georgia. PFS Investments Inc. has over 59,000 clients with $8.5 billion in assets under management. The firm specializes in investment advice for individuals and corporations. Stephanie's office is located in Jackson, Mississippi.
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
MS
05/27/2016 - Present
PFS Investments Inc. (JACKSON MS)
BC
Issued 07/07/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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