Unclaimed
Allen Davis Brooks is a registered representative with PFS Investments Inc., based in Worthington, OH. Allen has been in the securities industry for over 10 years, and has a Series 6 license. Allen's primary focus is on providing financial planning and portfolio management services for individuals. Allen also offers other investment-related products through companies affiliated with PFS Investments Inc..
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
OH
03/26/2019 - Present
PFS Investments Inc. (WORTHINGTON OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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