Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Werkheiser is a financial advisor registered with PFS Investments Inc. Brett has been working in the industry since 2019 and is registered in multiple states. Brett has successfully passed the Uniform Investment Adviser Law Examination (Series 65) and the Uniform Securities Agent State Law Examination (Series 63). Brett can provide investment advisory services to individuals and has a strong understanding of investment company products and variable contracts.
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
NC
11/18/2020 - Present
PFS Investments Inc. (CHARLOTTE NC)
IA
Issued 11/06/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/14/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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