Unclaimed
George Loker is a financial professional with over 25 years of experience in the industry. George is currently registered with PFS Investments Inc. and holds Series 6, Series 26, and Series 63 licenses. George has been with PFS Investments Inc. since 2010. George specializes in providing investment advice and portfolio management services 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
TX
03/20/1997 - Present
PFS Investments Inc. (BEAUMONT TX)
BC
Issued 03/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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