Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Crist is a financial advisor with PFS Investments Inc. Brian has been in the financial services industry since 2021 and is registered as a broker-dealer and investment advisor representative in Pennsylvania, Maryland, and West Virginia. Brian holds the Series 63, 65 and 6TO licenses. Brian is also a licensed agent of Primerica Financial Services and assists clients with a variety of financial products. Brian has previously held various positions in the construction and manufacturing industries.
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
PA
04/18/2023 - Present
PFS Investments Inc. (YORK PA)
IA
Issued 04/07/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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