Unclaimed
Susan Mulders is a financial advisor at PFS Investments Inc., a firm with over 5,900 clients, managing over $8.4 billion in assets. Susan holds Series 6, SIE and Series 63 licenses and has been in the financial industry since November 2017. Susan's areas of specialization include investment company products and variable contracts. Susan specializes in providing portfolio management services to individuals. Susan works with clients from the Troy, MI area.
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.
1
2
MI
11/11/2017 - Present
PFS Investments Inc. (TROY MI)
BC
Issued 12/04/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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