Unclaimed
Blais Whitney is a registered representative with PFS Investments Inc. and has been in the securities industry since June 2022. Blais has a Series 6TO, Series 63 and SIE licenses. Blais is currently registered in Maine. PFS Investments Inc. is headquartered in Duluth, GA. They offer a range of services, including portfolio management for individuals.
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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ME
06/24/2022 - Present
PFS Investments Inc. (BIDDEFORD ME)
BC
Issued 08/19/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/27/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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