Unclaimed
George K. Cleland is an investment advisor representative with PFS Investments Inc. He has been in the financial services industry since 2020. George K. Cleland has passed the Series 63, Series 65, and Series 26 examinations, and is licensed to sell securities in Georgia. His firm, PFS Investments Inc., provides a wide range of investment advisory services to individuals, corporations, and charitable organizations. The firm also offers financial planning 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.
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2
GA
01/19/2022 - Present
PFS Investments Inc. (VALDOSTA GA)
IA
Issued 12/29/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/29/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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