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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Sadberry is a financial advisor with PFS Investments Inc. located in Houston, Texas. Brian holds a Series 6 and Series 63 license as well as a Series 26 Principal license. Brian has been in the industry since September 7, 2015, and is currently registered in six states: California, Florida, Idaho, Oregon, Texas and Washington. Brian has a strong focus on investment company products and variable contracts. PFS Investments Inc. offers a variety of financial services and is registered in a number of states. The firm's focus is on providing investment management services for individuals, with more than 45,000 individual clients.
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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TX
09/08/2015 - Present
PFS Investments Inc. (HOUSTON TX)
BC
Issued 04/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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