Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Matthew Sivertsen is a financial advisor registered with PFS Investments Inc. Brian has been in the industry since January 28, 2005. Brian is licensed to sell securities in Florida, Indiana, Iowa, Minnesota, Texas and Wisconsin. Brian is also registered as an Investment Advisor Representative in Texas. Brian has experience in portfolio management for individuals. Brian is based in LINDALE, TX, and works out of the LINDALE, TX branch office of PFS Investments Inc.
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
06/13/2022 - Present
PFS Investments Inc. (LINDALE TX)
IA
Issued 03/05/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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