Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Woodring is a financial advisor with PFS Investments Inc. Brian has been in the financial services industry since March 2013. Brian is a registered representative and investment advisor representative with PFS Investments Inc. Brian is licensed to sell securities in Indiana, Kentucky, and Virginia. Brian is also licensed to sell variable contracts in these states. Brian holds the Series 6, Series 26, and Series 63 securities licenses, as well as the SIE exam. Brian specializes in portfolio management for 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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AL
01/13/2023 - Present
PFS Investments Inc. (HOOVER AL)
AL
03/05/2013 - 12/31/2022
PFS INVESTMENTS INC. (HOOVER AL)
BC
Issued 03/12/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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