Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanne? Claim Your ProfileSuzanne Tweddell is a financial advisor with PFS Investments Inc. Suzanne has been in the financial services industry since 1999 and holds a variety of licenses and certifications, including Series 6, 63, 26, and 65. Suzanne provides portfolio management services to individuals, and also provides part-time financial advice to clients of affiliated companies. Suzanne is registered to provide advisory services in Arizona, California, Colorado, Idaho, and Texas.
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
CA
08/03/2011 - Present
PFS Investments Inc. (VALENCIA CA)
IA
Issued 04/08/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Suzanne Tweddell is the right advisor for you? Invested Better is here to help.
