Unclaimed
Geoffrey Magee is a registered representative and investment advisor representative with PFS Investments Inc. based in Gaithersburg, Maryland. Geoffrey has been in the industry since 1999, holding licenses in several states, including Maryland, Virginia, Massachusetts, New York and Ohio. Geoffrey holds several industry licenses, including Series 6, 26, 63, and 65. Geoffrey's primary focus is providing portfolio management services for individuals, and may also receive compensation for referrals of home security, home automation and 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.
1
2
MD
07/02/2018 - Present
PFS Investments Inc. (GAITHERSBURG MD)
GA
01/20/2004 - 12/31/2007
PFS INVESTMENTS INC. (DULUTH GA)
GA
03/11/1999 - 12/31/2003
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 04/20/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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