Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Stacy is a financial advisor with PFS Investments Inc. Brian has been in the securities industry for over 20 years and has a Series 63, Series 65 and Series 26 license. Brian is registered in Illinois, Indiana, Oregon and Wisconsin. Brian provides financial planning and portfolio management services for individuals. Brian is also a licensed insurance agent and offers insurance products through Primerica. Brian is committed to helping clients achieve their financial goals. Brian has been with PFS Investments Inc. since November 2022.
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
05/10/2023 - Present
PFS Investments Inc. (JOLIET IL)
IA
Issued 04/25/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/14/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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