Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Ottey is a financial advisor with PFS Investments Inc., a firm with a large presence in the financial services industry. Susan has been active in the industry for several years and holds multiple licenses and designations. Susan provides a range of investment advisory services, including portfolio management for individuals. She is also registered in multiple states, including Maryland, South Carolina, and Virginia.
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
06/16/2023 - Present
PFS Investments Inc. (SMYRNA GA)
IA
Issued 05/15/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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