Unclaimed
Anthony Gallagher is a registered representative with PFS Investments Inc. in HAMDEN, CT. Anthony has been in the securities industry since 2017. Anthony has passed the Series 63, Series 6, Series 26, and SIE exams and is currently licensed in CT. Anthony provides portfolio management services for individuals, and may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products, and/or Primerica Client Services, Inc. for part-time referrals of home security and automation products.
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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CT
05/10/2019 - Present
PFS Investments Inc. (HAMDEN CT)
IA
Issued 04/25/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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