Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Neff is a registered investment advisor representative with PFS Investments Inc. Gregory is active in Oregon and Texas. Gregory's firm, PFS Investments Inc., is headquartered in Duluth, Georgia and has been in business since 1983. Gregory has been in the industry for over 40 years and has a Series 63, Series 65, and Series 26 license. Gregory is a registered investment advisor with PFS Investments Inc. Gregory's firm, PFS Investments Inc. is a financial services company that provides a range of financial products and services to individuals and families. Gregory provides financial planning and investment management services to individuals and families. He also provides financial education and consulting 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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OR
02/10/2020 - Present
PFS Investments Inc. (PORTLAND OR)
IA
Issued 02/18/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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