Unclaimed
Andrew Ryan Paine is a financial advisor with PFS Investments Inc., registered with both FINRA and the state of Minnesota. Andrew has been in the financial industry since 2017 and holds Series 6, Series 63, Series 26, and Series 65 licenses. Andrew focuses on providing portfolio management for individuals and is also involved in the sale of investment-related products for PFS Investments Inc. In addition, Andrew works with Primerica Mortgage, LLC, selling loan products, and Primerica Client Services, Inc., referring home security and automation products, as well as other home related services.
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
CO
08/26/2022 - Present
PFS Investments Inc. (LAKEWOOD CO)
IA
Issued 03/19/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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