Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clarence? Claim Your ProfileClarence Morton is a registered representative with PFS Investments Inc. Clarence has over 20 years of experience in the financial services industry and is licensed to sell securities in Texas. Clarence is also a Series 6 and Series 22 licensed representative and has passed the SIE exam. Clarence has previously worked at BIRCHTREE FINANCIAL SERVICES, INC. in Minneapolis, Minnesota, and H.D. VEST INVESTMENT SECURITIES, INC. in Dallas, Texas. Clarence is a specialist in investment company products and variable contracts.
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
TX
10/21/2002 - Present
PFS Investments Inc. (TYLER TX)
MN
12/01/1999 - 01/03/2002
BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
TX
02/03/1998 - 12/21/1999
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 12/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1998
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/02/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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