Unclaimed
Brad Lee English is a financial professional with over 10 years of experience in the industry. Brad is registered with PFS Investments Inc. in Houston, Texas, and is currently licensed to offer investment advice and products in Texas. Brad has passed the Series 6, Series 6TO, SIE, and Series 63 exams. Brad has a background in Investment Company Products/Variable Contracts and holds the Series 26 principal license. Brad specializes in working with individuals and providing portfolio management services. Brad is committed to providing personalized financial guidance to help clients achieve their financial goals.
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
TX
09/26/2023 - Present
PFS Investments Inc. (HOUSTON TX)
TX
01/09/2014 - 07/12/2016
PFS INVESTMENTS INC. (HOUSTON TX)
TX
02/21/2011 - 12/31/2011
PFS INVESTMENTS INC. (AUSTIN TX)
BC
Issued 10/02/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/26/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/06/2023
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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