Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vicki? Claim Your ProfileVicki Moffatt is a registered representative with PFS Investments Inc., a firm headquartered in Duluth, Georgia. Vicki has been in the financial industry since 1995 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. Vicki holds the Series 6, Series 63, and SIE licenses, and is licensed in Alabama, California, Florida, Idaho, Ohio, Oklahoma, Oregon, South Carolina, and Wisconsin. Vicki is also a registered representative with PFS Investments Inc. Vicki's experience includes working with previous firms such as Independent Financial Group, LLC, Sunbelt Securities, Inc., Evolve Securities, Inc., AFS Brokerage, Inc., Great American Advisors, Inc., IAC Securities, Inc., and 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
OR
07/11/2019 - Present
PFS Investments Inc. (EUGENE OR)
OR
01/04/2013 - 05/31/2019
INDEPENDENT FINANCIAL GROUP, LLC (GRANTS PASS OR)
OR
01/28/2011 - 01/03/2013
SUNBELT SECURITIES, INC. (GRANT PASS OR)
OR
04/30/2008 - 12/31/2010
EVOLVE SECURITIES, INC. (GRANTS PASS OR)
OR
05/19/2003 - 04/30/2008
AFS BROKERAGE, INC. (GRANTS PASS OR)
OH
01/01/2002 - 05/08/2003
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
IL
08/16/2001 - 01/01/2002
IAC SECURITIES, INC. (TINLEY PARK IL)
GA
04/05/1998 - 08/31/2001
PFS INVESTMENTS INC. (DULUTH GA)
GA
01/31/1995 - 12/31/1997
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 07/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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