Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Wellman is a financial advisor associated with PFS Investments Inc. who has been in the financial industry since 2024. Susan holds the Series 6TO and SIE licenses. Susan is registered with FINRA. The PFS Investments Inc. firm is located in Duluth, GA, and has a total of 8,461,983,895 in regulatory assets under management.
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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MI
09/09/2024 - Present
PFS Investments Inc. (HIGHLAND MI)
BC
Issued 09/09/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/19/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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