Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trudy? Claim Your ProfileTrudy Kirkman Smith is a registered representative with PFS Investments Inc. Trudy has been in the securities industry since September 21, 1988. Trudy has Series 6, 26, and 63 licenses. Trudy is registered in North Carolina and Virginia. Trudy is located at 3924 SOUTH HOLDEN RD, SUITE K in GREENSBORO, NC.
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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2
NC
09/22/1988 - Present
PFS Investments Inc. (GREENSBORO NC)
BC
Issued 09/20/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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