Unclaimed
Cliff Wesley Mc graw is a financial advisor associated with PFS Investments Inc. Cliff has been in the financial services industry since February 24, 2017 and is currently registered with FINRA and licensed in New Mexico and Texas. Cliff holds a Series 6, Series 63, and SIE licenses. Cliff's primary focus is providing investment advice and 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.
1
2
TX
02/25/2017 - Present
PFS Investments Inc. (DALLAS TX)
BC
Issued 03/13/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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