Unclaimed
Allan Jacobs is a registered representative with PFS Investments Inc., licensed in Texas and Oklahoma. Allan has been in the securities industry since 1983 and holds several professional licenses including Series 6, Series 26, and Series 63. Allan has been with PFS Investments Inc. since July 15, 1983.
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
TX
07/15/1983 - Present
PFS Investments Inc. (DENISON TX)
BC
Issued 08/05/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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