Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Whitaker is a registered representative with PFS Investments Inc. Stephanie is licensed in Georgia, New Jersey and Texas. Stephanie has been in the industry since September 2020 and is experienced in investment company products and variable contracts. Stephanie has a Series 6, Series 63, Series 26 and SIE licenses. Stephanie has a branch office location in Duluth, GA.
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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GA
09/25/2020 - Present
PFS Investments Inc. (DULUTH GA)
BC
Issued 11/19/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/25/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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