Unclaimed
Brian Vodvarka is a financial advisor at PFS Investments Inc. Brian has been in the financial industry since October 2004. Brian holds both Series 6 and Series 63 securities licenses, as well as a Series 26 principal exam. Brian is registered as an investment advisor in Illinois. Brian is also registered as a broker in 13 states including California, Delaware, Florida, Georgia, Illinois, Indiana, Massachusetts, Minnesota, Mississippi, Oregon, Texas, and Wisconsin. Brian can provide financial advice to individuals and corporations and has assets under management of over $7.2 billion.
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
IL
06/27/2024 - Present
PFS Investments Inc. (LOMBARD IL)
IA
Issued 06/14/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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