Unclaimed
Susan McQueen is a registered investment advisor representative with PFS Investments Inc. Susan has been in the industry since January 2016. Susan holds Series 6, 26, 63 and 65 securities licenses and is registered with the state of Georgia. Susan also holds the SIE exam. Susan has experience working with a variety of clients including individuals, businesses, and charitable organizations. Susan is dedicated to helping her clients achieve their financial goals.
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
GA
02/26/2020 - Present
PFS Investments Inc. (SMYRNA GA)
IA
Issued 01/09/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Susan McQueen is the right advisor for you? Invested Better is here to help.