Unclaimed
Colby Brown is a financial advisor with PFS Investments Inc. Colby has been in the industry since 2013 and is licensed to provide advisory services in numerous states. Colby has experience working with a range of clients including high-net-worth individuals, corporations, and individuals other than high-net-worth individuals. PFS Investments Inc. is a financial services firm that offers a variety of financial products and services to individuals and businesses. The firm has over 3,500 licensed agents and investment advisor representatives, and manages over $8 billion in assets.
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
09/09/2022 - Present
PFS Investments Inc. (DALLAS TX)
OK
10/24/2012 - 04/25/2014
PFS INVESTMENTS INC. (TULSA OK)
IA
Issued 08/20/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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