Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ephraim? Claim Your ProfileEphraim Calbert is a registered investment advisor representative and financial professional with over 32 years of experience in the industry. Ephraim is currently registered with PFS Investments Inc., a financial firm offering a wide range of financial services, and has been with the firm since 1989. Ephraim also provides sales of investment-related products and services for companies affiliated with PFS Investments Inc. Ephraim holds a Series 6, Series 26, Series 63 and Series 65 licenses, and has a strong track record of providing financial advice to individuals and families.
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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CA
07/28/2021 - Present
PFS Investments Inc. (SAN FRANCISCO CA)
IA
Issued 07/15/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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