Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick James Pellum is a financial professional with over 9 years of experience in the industry. Frederick is currently registered with PFS Investments Inc. as an investment advisor representative. Frederick is licensed in 32 states and 2 of them have a resident status. Frederick holds Series 63 and Series 65 licenses. Frederick has been recognized by the industry with a Series 26 license. Frederick is also a registered representative with PFS Investments Inc. Frederick has been registered with PFS Investments Inc. since 2015. Frederick holds a SIE license. Frederick has been recognized by the industry with a Series 6 license. Frederick specializes in serving individual investors, and in addition to his role with PFS Investments Inc., Frederick may also engage in investment-related activities for companies affiliated with PFS Investments Inc., as well as non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments 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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2
AL
02/13/2023 - Present
PFS Investments Inc. (Montgomery AL)
IA
Issued 05/25/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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