Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ursula? Claim Your ProfileUrsula Denise Whitehurst is an investment advisor representative with PFS Investments Inc.. Ursula has been in the industry since 2012 and holds a Series 6, 63, and 66 license as well as the SIE exam. Ursula has a strong focus on providing portfolio management for individuals and has experience working with clients in various states, including Arizona, California, Florida, Kansas, Massachusetts, Michigan, Missouri, New Jersey, New York, Pennsylvania, Texas, and Virginia. Ursula is registered as an investment advisor representative in New Jersey.
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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NJ
04/10/2024 - Present
PFS Investments Inc. (FREEHOLD NJ)
NJ
11/06/2012 - 10/17/2018
PFS INVESTMENTS INC. (JAMESBURG NJ)
IA
Issued 03/11/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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