Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Bennet is a financial advisor with PFS Investments Inc. based in Fort Myers, FL. Brendan has been in the financial industry since 2019 and holds Series 6TO and SIE licenses. Brendan specializes in portfolio management for individuals. PFS Investments Inc. is a registered investment advisor with a total of $8.5 billion in assets under management. PFS Investments Inc. provides financial planning and portfolio management services to individuals, corporations, and charitable organizations.
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
FL
02/06/2024 - Present
PFS Investments Inc. (FORT MYERS FL)
FL
07/14/2021 - 12/31/2023
PFS INVESTMENTS INC. (FORT MYERS FL)
FL
05/19/2020 - 12/31/2020
PFS INVESTMENTS INC. (BONITA SPRINGS FL)
FL
09/13/2019 - 12/31/2019
PFS INVESTMENTS INC. (BONITA SPRINGS FL)
BC
Issued 09/13/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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