Unclaimed
Collis Benton Temple is an investment advisor representative with PFS Investments Inc. Collis has been in the financial industry since February 4, 2004 and is registered in 20 states. Collis is licensed to sell investment-related products and may also receive compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. Collis is a member of the Baton Rouge community and serves on the board of directors for several non-profit organizations.
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
LA
02/10/2012 - Present
PFS Investments Inc. (BATON ROUGE LA)
BC
Issued 12/04/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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