Unclaimed
Frank Firestone is an Investment Advisor Representative with PFS Investments Inc. Frank has been in the securities industry since 1998 and is licensed to provide advisory services in Florida, Texas and a number of other states. Frank is registered as an Investment Advisor Representative in Florida and Texas and is also licensed to provide brokerage services through PFS Investments Inc. Frank has a Series 6, Series 26, Series 63 and Series 65 license. Frank is also a licensed Life Insurance Agent in Florida.
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
FL
09/20/2024 - Present
PFS Investments Inc. (NICEVILLE FL)
IA
Issued 08/09/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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