Unclaimed
George Schrode is a registered representative with PFS Investments Inc., based in Ludington, Michigan. George has been working in the financial services industry since 2020. His experience includes working with individuals, businesses, and charitable organizations. George holds the Series 63, Series 65, and Series 6TO licenses. He also holds the Series 26 principal exam and the SIE. George is licensed in Florida, Kentucky, Michigan, Ohio, and Texas. George is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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
MI
01/30/2023 - Present
PFS Investments Inc. (LUDINGTON MI)
IA
Issued 01/14/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/25/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure George Schrode is the right advisor for you? Invested Better is here to help.