Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Atokie? Claim Your ProfileAtokie Boman is a financial advisor at PFS Investments Inc., a company with over 3,500 licensed agents and registered representatives. Atokie has been in the industry since 2008, offering financial advice to individuals, high-net-worth individuals, corporations, and charitable organizations. Atokie is registered in 22 states to provide investment advice and sells investment-related products. Atokie also receives non-investment related compensation for the sale of loan products and referrals for 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.
1
2
AL
01/30/2019 - Present
PFS Investments Inc. (TUSCALOOSA AL)
IA
Issued 04/10/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Atokie Boman is the right advisor for you? Invested Better is here to help.
