Unclaimed
Adam Walls is a registered representative with PFS Investments Inc., located in Findlay, Ohio. Adam has been in the securities industry since November 2007. Adam holds Series 6, Series 26, and Series 63 licenses, along with the SIE exam. Adam is currently registered in Indiana, Kentucky, Missouri, Ohio, South Carolina and Texas. PFS Investments Inc. is a registered investment advisor with the Securities and Exchange Commission. They manage a total of $8,461,983,895 in assets.
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
OH
03/01/2012 - Present
PFS Investments Inc. (FINDLAY OH)
BC
Issued 11/02/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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