Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Anthony Smith is a financial advisor with PFS Investments Inc., specializing in investment company products and variable contracts. Gerald has been active in the financial services industry since 2006. Gerald holds multiple licenses and certifications, including Series 6, Series 26 and Series 63. Gerald is registered in 13 states, including California, Florida, Georgia, Maryland, Massachusetts, Michigan, Mississippi, Nevada, New Jersey, North Carolina, Pennsylvania, Texas and Virginia.
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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NC
01/17/2006 - Present
PFS Investments Inc. (RALEIGH NC)
BC
Issued 11/15/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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