Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Byrd is an Investment Advisor Representative and Registered Representative with PFS Investments Inc. Gregory has been in the industry since October 2004 and has Series 7, 66, 6TO, 31 and SIE licenses. Gregory is registered in New York, North Carolina, and Ohio. He has experience in various investment-related products. Gregory is also affiliated with Primerica Financial Services.
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
06/07/2023 - Present
PFS Investments Inc. (ROCHESTER NY)
GA
07/17/2006 - 11/21/2007
PFS INVESTMENTS INC. (DULUTH GA)
NY
10/07/2004 - 09/12/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 03/23/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/09/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/06/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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