Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Boulay is a registered representative with PFS Investments Inc. Brian is a licensed securities professional with over 16 years of experience in the financial services industry. Brian has a Series 6 and Series 63 license, in addition to his Series 26 designation. Brian specializes in investment company products and variable contracts. Brian is committed to providing clients with the best possible investment advice and service.
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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NC
05/04/2006 - Present
PFS Investments Inc. (RALEIGH NC)
BC
Issued 04/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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