Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gene? Claim Your ProfileGene William Callahan is an investment advisor representative registered with PFS Investments Inc. Gene has been in the industry since December 19, 2001. Gene has been with PFS Investments Inc. since September 2001. Gene is registered in Connecticut, Florida, Maine, Georgia, Massachusetts, New York, Colorado and Texas. Gene holds the Series 6, Series 63 and Series 65 licenses.
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
CT
10/30/2017 - Present
PFS Investments Inc. (PLAINVILLE CT)
IA
Issued 10/18/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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