Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Egan is a financial advisor with PFS Investments Inc., a firm with a strong focus on providing investment advice to individuals and businesses. With over two years of experience in the financial industry, Wendy is committed to helping clients reach their financial goals. Wendy holds the Series 63, Series 6TO, and SIE licenses, demonstrating her expertise in various financial products and services. As a registered representative in both California and Pennsylvania, Wendy is well-equipped to serve clients in a variety of locations.
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
PA
08/30/2021 - Present
PFS Investments Inc. (DUNMORE PA)
BC
Issued 11/12/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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