Unclaimed
Brian Caskey is a financial advisor with PFS Investments Inc., located in Baton Rouge, Louisiana. Brian has been in the financial services industry since 1996 and is registered to offer securities in Louisiana. Brian is qualified to offer investment company products/variable contracts through the Series 6 and Securities Industry Essentials exams. Brian is currently affiliated with PFS Investments Inc. in Baton Rouge. Brian has been registered with PFS Investments Inc. since 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.
1
2
LA
01/20/2012 - Present
PFS Investments Inc. (BATON ROUGE LA)
LA
07/15/1996 - 12/31/2011
PFS INVESTMENTS INC. (BATON ROUGE LA)
BC
Issued 06/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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