Unclaimed
George Patrick La fear is a financial advisor with PFS Investments Inc. George has been in the financial services industry since March 18, 2007. George is registered with the state of California and has passed several industry exams, including the Series 6, Series 63, and Series 26. PFS Investments Inc. provides investment advisory services to individuals, corporations, and charitable organizations. The firm has over 8.5 billion dollars in assets under management.
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
CA
03/28/2024 - Present
PFS Investments Inc. (CHULA VISTA CA)
CA
12/23/1999 - 12/31/2016
PFS INVESTMENTS INC. (ONTARIO CA)
BC
Issued 05/14/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/28/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/07/2024
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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