Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Jean is a registered representative with PFS Investments Inc. based in Rockville Center, NY. Gerald has been in the financial services industry since December 1993 and holds the Series 6, Series 26 and Series 63 licenses. Gerald is registered in six states and has been actively working with individuals, corporations, and charitable organizations.
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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NY
12/07/1993 - Present
PFS Investments Inc. (ROCKVILLE CENTER NY)
BC
Issued 01/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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