Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Richards is a financial professional registered with PFS Investments Inc., a firm with a long history of providing investment advisory services. Gerald is located in Leawood, Kansas and has been working in the financial services industry for over a year. Gerald holds the Series 63, Series 6TO, and Series 26 licenses and is registered with the states of California, Mississippi, and Texas. Gerald has experience working with individuals and businesses and is dedicated to 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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KS
10/23/2023 - Present
PFS Investments Inc. (LEAWOOD KS)
BC
Issued 10/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/21/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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