Unclaimed
Eric Thomas Kimes is a registered investment advisor representative with PFS Investments Inc. Eric has been in the industry since February 2007 and has held various roles, including a role with Primerica Financial Services. Eric currently holds a Series 6, Series 63, Series 26 and Series 65 license. Eric works with individuals and businesses to help them achieve their financial goals. Eric is dedicated to providing clients with personalized investment advice and guidance.
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
OR
12/05/2017 - Present
PFS Investments Inc. (OREGON CITY OR)
IA
Issued 11/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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