Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gene? Claim Your ProfileGene David Watkins is a registered representative with PFS Investments Inc. Gene is a licensed securities professional with experience in the financial services industry since September 2005. Watkins has a Series 6, Series 26, and Series 63 license as well as the SIE. Gene is currently registered with the state of Texas and holds a current FINRA license. Watkins primarily provides financial advice and investment portfolio management services for individual clients. Gene’s experience includes working with clients of all levels, including high-net-worth individuals and corporations.
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
TX
09/09/2005 - Present
PFS Investments Inc. (DALLAS TX)
BC
Issued 10/06/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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