Unclaimed
Gregory Stewart is a registered investment advisor representative with PFS Investments Inc. Gregory has been in the securities industry since 2003. Gregory is registered with the states of Arizona, Florida, Indiana, Kentucky, North Carolina, Ohio, and South Carolina. Gregory holds the Series 6 and Series 63 licenses and the SIE exam. Gregory's firm, PFS Investments Inc., has been in business since 1995. PFS Investments Inc. is a privately held company with offices in Duluth, Georgia.
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.
1
2
OH
10/11/2011 - Present
PFS Investments Inc. (WEST CHESTER OH)
BC
Issued 05/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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