Unclaimed
Amos Holts is a financial professional with PFS Investments Inc. based in Sacramento, CA. Amos has been in the financial industry since 2008. Amos has a Series 6, Series 63 and Series 6TO license, and has been registered with FINRA since 2020.
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
CA
02/17/2020 - Present
PFS Investments Inc. (SACRAMENTO CA)
AZ
12/03/2008 - 12/31/2011
PFS INVESTMENTS INC. (MESA AZ)
BC
Issued 03/08/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/03/2020
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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