Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Gard is a financial advisor at PFS Investments Inc., a firm that provides investment advice to a wide range of clients, including individuals, corporations, and charitable organizations. Gregory is licensed to provide financial advice in Wisconsin and Nebraska and specializes in Investment Company Products/Variable Contracts. Gregory has experience working with a diverse range of clients and is committed to providing personalized service.
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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WI
06/12/2023 - Present
PFS Investments Inc. (EAU CLAIRE WI)
IA
Issued 03/15/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/19/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/06/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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