Unclaimed
Casey Flor is a financial professional with over 26 years of experience in the industry. Casey is registered with PFS Investments Inc. and has a Series 6, 26, and 63 licenses. Casey is currently working in the Jefferson, GA branch office. Casey works with high-net-worth individuals, corporations and other businesses, and individuals other than high-net-worth 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
GA
01/17/2024 - Present
PFS Investments Inc. (JEFFERSON GA)
NA
11/21/1996 - 12/31/2023
PFS INVESTMENTS INC. (VAUGHAN )
BC
Issued 12/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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