Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Nicolas is a registered representative with PFS Investments Inc., a firm headquartered in Duluth, GA, with a branch office in Tamarac, FL. Gerald has been working in the financial industry since 2020. Gerald has passed the Securities Industry Essentials Examination (SIE) and the Investment Company Products/Variable Contracts Representative Examination (Series 6TO). Gerald is registered with the state of Florida. Gerald works with a variety of client types, including individuals, high-net-worth individuals, and corporations. Gerald's firm offers portfolio management for individuals and corporations.
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
FL
11/12/2021 - Present
PFS Investments Inc. (TAMARAC FL)
BC
Issued 11/12/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/11/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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