Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geri? Claim Your ProfileGeri Scott is an investment professional with over 10 years of experience in the financial services industry. Geri is currently registered with PFS Investments Inc. in Ocala, Florida. Geri is also registered with the state of Colorado, Florida, and New York. Geri has earned several professional designations, including Series 6, 63, and 26.
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
FL
02/06/2025 - Present
PFS Investments Inc. (OCALA FL)
BC
Issued 08/02/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/19/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/14/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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