Unclaimed
Brian Teixeira is an investment advisor representative who has been in the industry for over ten years. Brian is registered with PFS Investments Inc. and is licensed to provide financial advice in several states. Brian specializes in investment company products and variable contracts, and has experience in financial planning, investment management, and insurance sales. Brian has held various roles in the financial services industry, including positions at Primerica Financial Services and Quick Chek Pharmacy. Brian currently works in the Cranford, New Jersey office of PFS Investments Inc. and provides financial planning and investment management services to 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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2
NJ
06/07/2016 - Present
PFS Investments Inc. (CRANFORD NJ)
IA
Issued 05/28/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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