Unclaimed
Benjamin Cain Terry is a financial advisor with PFS Investments Inc., located in Beaumont, TX. Benjamin has been in the financial industry since 1996 and is registered in Texas, Mississippi, and Louisiana. Benjamin is licensed to provide investment advice and sell securities. Benjamin holds a Series 6, Series 63, Series 26, and Series 65 license and the SIE exam. Benjamin is part-time director/vice president of Tandt Management, Inc. Tandt Management, Inc. is a legal entity formed solely for Primerica business purposes.
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
TX
08/12/2011 - Present
PFS Investments Inc. (BEAUMONT TX)
IA
Issued 04/12/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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