Unclaimed
Eddie Ard is a registered investment advisor representative with PFS Investments Inc., a financial services firm based in Duluth, GA. Eddie has been in the industry since 2012 and holds Series 6, 63, 65, and 26 licenses. He is registered to offer investment advice in Kentucky, Louisiana, Pennsylvania, Tennessee, and Texas. Eddie has experience working with a variety of clients, including individuals, high-net-worth individuals, charitable organizations, and corporations. He provides portfolio management services and focuses on helping clients achieve their financial goals.
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
TN
02/04/2019 - Present
PFS Investments Inc. (NASHVILLE TN)
IA
Issued 02/25/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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