Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake Schwartz is a registered representative with PFS Investments Inc. Blake has been in the financial services industry since June 17, 2015. Blake is currently registered in Florida. Blake has been with PFS Investments Inc. since October 2012. Prior to that, Blake was with Primerica Financial Services in Lakeland, Florida, starting in February 2012.
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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TX
09/09/2024 - Present
PFS Investments Inc. (PLANO TX)
FL
02/05/2019 - 12/31/2021
PFS INVESTMENTS INC. (WINTER HAVEN FL)
FL
10/22/2012 - 12/31/2018
PFS INVESTMENTS INC. (CORAL SPRINGS FL)
IA
Issued 01/30/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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