Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Jon Takacs is a financial professional with PFS Investments Inc. Andrew has been in the industry for over 6 years and has a strong track record of success. Andrew is committed to providing personalized financial advice and guidance to help clients achieve their financial goals. Andrew holds the Series 6 and Series 63 licenses, and the SIE exam. Andrew specializes in investment company products and variable contracts. Andrew has a passion for helping clients understand their financial options and make informed decisions about their money. Andrew is based in Plantation, FL, and serves clients in Florida and North Carolina.
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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FL
01/06/2021 - Present
PFS Investments Inc. (PLANTATION FL)
FL
03/07/2016 - 12/31/2020
PFS INVESTMENTS INC. (WESTON FL)
BC
Issued 04/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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