Unclaimed
Edward Thomas Medler is a registered representative with PFS Investments Inc. in Oakland, New Jersey. He has been in the financial services industry since January 6, 2019 and holds a Series 6 and a Series 63 license. He is currently registered with the state of New Jersey and New York and is a licensed Investment Advisor Representative in these states as well. Edward has earned the Investment Company Products/Variable Contracts Representative Examination, the Securities Industry Essentials Examination and the Uniform Securities Agent State Law Examination.
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
NJ
01/25/2019 - Present
PFS Investments Inc. (OAKLAND NJ)
NJ
12/14/2018 - 12/31/2018
PFS INVESTMENTS INC. (OAKLAND NJ)
BC
Issued 03/11/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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