Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gaylan? Claim Your ProfileGaylan R Gerber is a financial advisor with PFS Investments Inc. Gaylan has been in the industry since July 2007. Gaylan is registered to provide investment advice in Florida and Utah. Gaylan is a Series 6, Series 26 and Series 63 licensed financial advisor. PFS Investments Inc. is an investment advisor that provides investment advice to individuals, corporations, and charitable organizations. They offer a range of services, including portfolio management, financial planning, and retirement planning.
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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UT
01/12/2021 - Present
PFS Investments Inc. (LOGAN UT)
UT
07/17/2007 - 12/31/2020
PFS INVESTMENTS INC. (LOGAN UT)
BC
Issued 03/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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