Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Albert White is a registered representative with PFS Investments Inc. Casey has been in the industry since January 17, 2024 and is currently registered in Tennessee, Virginia, and West Virginia. Casey holds Series 6, 63, and SIE licenses. Casey specializes in helping clients with financial planning and portfolio management. PFS Investments Inc. is a Registered Investment Advisor (RIA) headquartered in Duluth, Georgia and offers a variety of financial services, including investment management, financial planning, and retirement planning.
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.
1
2
VA
01/18/2024 - Present
PFS Investments Inc. (ABINGDON VA)
BC
Issued 03/01/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/25/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Casey White is the right advisor for you? Invested Better is here to help.
