Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerry? Claim Your ProfileGerry Lawrence is a financial advisor with PFS Investments Inc. located in Amherst, NY. Gerry has been in the industry since January 24, 2018. Gerry holds the Series 6, Series 63, and SIE licenses. Gerry is registered in New York and Ohio. PFS Investments Inc. is a registered investment advisor firm with offices located in Duluth, GA. The firm's primary business is providing financial planning and portfolio management services for individuals, businesses, 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.
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NY
01/25/2018 - Present
PFS Investments Inc. (AMHERST NY)
BC
Issued 01/31/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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