Unclaimed
Alec Mizner is a registered investment advisor representative with PFS Investments Inc. and has been in the industry since June 2013. Alec is licensed in Iowa, Nebraska, and Virginia and holds the Series 6, Series 63, Series 65, and SIE licenses. Alec has experience in investment-related products and may provide non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. for part-time referrals of home security and automation products. Alec's primary office is located at 4901 W 136TH ST, SUITE 2 in Leawood, Kansas. PFS Investments Inc. is a registered investment advisor with a main office located at 1 PRIMERICA PARKWAY in Duluth, Georgia.
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.
1
2
KS
04/04/2019 - Present
PFS Investments Inc. (LEAWOOD KS)
IA
Issued 02/21/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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