Unclaimed
Greg Brian Jones is a financial advisor at PFS Investments Inc., a firm with a strong track record of providing advisory services to individual clients. Greg has a Series 63, Series 6TO and SIE license, which means that Greg is qualified to provide advice on a wide range of investment products and services. Greg has been in the industry for several years and has a strong understanding of the financial markets. Greg is passionate about helping clients reach their financial goals. Greg is registered in California, Nevada, Texas and Virginia.
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
CA
06/01/2019 - Present
PFS Investments Inc. (ONTARIO CA)
BC
Issued 08/17/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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