Unclaimed
Fritz Erie is a financial advisor with PFS Investments Inc. located in West Palm Beach, Florida. Fritz Erie has been in the financial industry since September 28, 2011 and has a strong background in investment company products and variable contracts. PFS Investments Inc. provides a wide range of investment advisory services including portfolio management for individuals.
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
05/22/2013 - Present
PFS Investments Inc. (WEST PALM BEACH FL)
CA
05/03/1994 - 10/31/1995
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
NY
02/03/1994 - 03/28/1994
DIME SECURITIES OF NY, INC. (BROOKLYN NY)
BC
Issued 02/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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