Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Diffin is a financial professional associated with PFS Investments Inc. Wendy has been in the securities industry since July 2021. Wendy's primary registration is with FINRA and the state of North Carolina. Wendy holds Series 63, 6TO, and SIE licenses. Wendy's areas of expertise include investment management for individuals.
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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MA
07/13/2021 - Present
PFS Investments Inc. (PITTSFIELD MA)
BC
Issued 09/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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