Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge William Gates is a financial professional with over 10 years of experience in the industry. He has a strong background in investment company products and variable contracts, holding both Series 6 and Series 26 licenses. George is currently registered with PFS Investments Inc. in North Kansas City, Missouri. He specializes in providing portfolio management services for individuals and has a proven track record of success in helping clients 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.
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2
MO
10/04/2012 - Present
PFS Investments Inc. (NORTH KANSAS CITY MO)
MO
03/23/2011 - 11/28/2011
PFS INVESTMENTS INC. (KANSAS CITY MO)
MO
07/26/2010 - 12/31/2010
PFS INVESTMENTS INC. (KANSAS CITY MO)
BC
Issued 08/07/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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FINRA
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