Unclaimed
Colby Erskin is a registered investment advisor representative associated with PFS Investments Inc. Colby has been in the securities industry since January 16, 2017. Colby is registered in Florida and has passed the Series 6, Series 63, Series 65 and Series 26 exams. PFS Investments Inc. is a registered investment advisor that provides financial planning and portfolio management for individuals. Colby may receive compensation from companies affiliated with PFS Investments Inc., including Primerica Mortgage, LLC and Primerica Client Services, Inc.
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
FL
05/22/2017 - Present
PFS Investments Inc. (WINTER PARK FL)
IA
Issued 04/25/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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