Unclaimed
Gerald Louis Byer is a financial advisor with PFS Investments Inc., a company with approximately 8.5 billion dollars in assets under management. Gerald is a registered representative with FINRA and is licensed to provide investment advice in 24 states. Gerald has been in the financial services industry since 1982. His specialties include Investment Company Products/Variable Contracts. Gerald is a well-experienced professional with a proven track record in the financial services industry.
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
MI
09/20/1982 - Present
PFS Investments Inc. (TROY MI)
BC
Issued 10/25/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/1987
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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