Unclaimed
Suzanne Stacy is a financial professional with PFS Investments Inc. Suzanne has been in the industry since March 24, 2024 and is registered to provide investment advice in Arkansas, Iowa, Missouri, Oklahoma and Texas. Suzanne has a Series 63, 6TO and SIE license. Suzanne is a Registered Representative with FINRA and the firm PFS Investments Inc.
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
OK
03/25/2024 - Present
PFS Investments Inc. (TULSA OK)
BC
Issued 05/03/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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