Unclaimed
Edward Barthelme is a registered representative with PFS Investments Inc. and has been in the securities industry for more than 8 years. Edward has one current registration in Arizona and is Series 66 licensed. Edward has worked with several firms including Edward Jones, USAA Investment Services, and MassMutual. Edward is also licensed to sell insurance products and provides investment-related products for companies affiliated with PFS Investments Inc. Edward may receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. for part-time referrals of home security and automation products, as well as other home related services.
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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ID
12/19/2024 - Present
PFS Investments Inc. (BOISE ID)
Active
Inactive
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