Unclaimed
Gervais Vieira is a registered representative with PFS Investments Inc. based in BRANDON, FL. Gervais has been in the industry since 2016 and holds the Series 6 license. He is actively registered in Florida. Gervais works with individual clients, high-net-worth individuals, charitable organizations, and corporations or other businesses. Gervais provides portfolio management for individuals and has been with PFS Investments Inc. since September 6, 2016.
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
09/06/2016 - Present
PFS Investments Inc. (BRANDON FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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