Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cary? Claim Your ProfileCary Allion is a registered investment advisor representative with PFS Investments Inc. Cary has been in the financial services industry since 2016 and is currently registered with the state of Ohio as an investment advisor representative. Cary is also a registered representative with FINRA and has passed the Series 6, Series 26, and Series 63 exams. In addition to his work at PFS Investments Inc., Cary has also worked as a real estate agent and has been involved in several other businesses. Cary specializes in providing investment advice 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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2
OH
07/25/2017 - Present
PFS Investments Inc. (WORTHINGTON OH)
MO
04/16/2001 - 12/31/2001
N.I.S. FINANCIAL SERVICES, INC. (KANSAS CITY MO)
BC
Issued 05/16/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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