Unclaimed
Andrew Lee Moncure is a registered Investment Advisor Representative with PFS Investments Inc. Andrew has been in the financial services industry since January 20, 2014. Andrew is registered with the state of Mississippi and holds the Series 6, Series 63, Series 26, and SIE licenses. Andrew has experience in selling investment-related products, home security and automation products, and loan products. Andrew is also a Program Coordinator at Jackson State University.
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
MS
08/25/2023 - Present
PFS Investments Inc. (JACKSON MS)
IA
Issued 08/11/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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