Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Yancey is a financial advisor with PFS Investments Inc., registered with the state of Tennessee. Benjamin has been working in the financial services industry since 2021. Benjamin has passed exams including the Series 63, Series 65, and Series 6TO. Benjamin offers financial planning and portfolio management services to individuals. In addition to working with PFS Investments Inc., Benjamin may also receive non-investment related compensation from 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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2
GA
02/22/2023 - Present
PFS Investments Inc. (SMYRNA GA)
IA
Issued 12/31/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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