Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Holman is a registered representative with PFS Investments Inc. Brian has been in the financial services industry since May 18, 2000. Brian is licensed in Arizona, California, Colorado, Indiana, Louisiana, Montana, Nebraska, North Carolina, Oklahoma and Texas. Brian specializes in providing investment advice and portfolio management services to individuals.
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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CA
05/19/2000 - Present
PFS Investments Inc. (VISTA CA)
BC
Issued 06/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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