Unclaimed
Douglas Coller is an investment advisor representative with PFS Investments Inc. Douglas has been in the financial industry since August 16, 2016. Douglas is registered in Florida and several other states. Douglas has passed the Series 6, Series 63, and Series 65 exams. Douglas also holds a securities Industry Essentials Examination (SIE).
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
12/22/2017 - Present
PFS Investments Inc. (VERO BEACH FL)
IA
Issued 11/13/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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