Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Al? Claim Your ProfileAl Theard is a Registered Representative and Investment Advisor Representative with PFS Investments Inc., an established firm located in Duluth, Georgia. Al has been active in the financial services industry since March 3rd, 2021 and holds a Series 63, Series 6TO and SIE license. Al specializes in portfolio management for individuals and has extensive experience in the financial services industry. Al is registered to provide investment advice in Florida and the District of Columbia.
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
FL
01/21/2023 - Present
PFS Investments Inc. (BONITA SPRINGS FL)
FL
02/12/2021 - 12/31/2022
PFS INVESTMENTS INC. (BONITA SPRINGS FL)
BC
Issued 08/28/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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