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Susan Wellman is a financial advisor professional located in Highland, MI. They specialize in financial advisory. With over 1 years of experience, they bring deep expertise to every client.
Susan Wellman - Pfs Investments Inc. holds an active professional license (FINRA CRD) for your protection.
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Susan Wellman operates Pfs Investments Inc. in Highland, Michigan. As a financial advisor, she works with clients on investment and financial planning matters. The business has been in operation for one year. Wellman holds a FINRA CRD license number 7962653, which registers her with the Financial Industry Regulatory Authority. This registration enables her to conduct securities-related advisory work under FINRA oversight and compliance standards.
Susan Wellman's FINRA CRD registration means she is registered with the Financial Industry Regulatory Authority, the primary regulator of securities brokers and advisors. This license allows her to offer investment advice and conduct securities transactions. FINRA registration involves background checks, compliance training, and ongoing regulatory oversight to protect investors. Advisors with this credential must adhere to FINRA rules and standards of conduct when managing client investments and providing financial guidance.