Unclaimed
Herbert Frazier is a financial professional with PFS Investments Inc. Herbert is licensed to provide investment advice in five states including Maryland, Virginia, Florida, Georgia and the District of Columbia. Herbert's career in the financial industry spans more than 10 years. Herbert is registered as a representative with FINRA and the state of Maryland. Herbert has passed the Series 6, SIE, and Series 63 exams.
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
MD
09/25/2018 - Present
PFS Investments Inc. (CROFTON MD)
MD
07/11/2016 - 10/20/2017
PFS INVESTMENTS INC. (BOWIE MD)
BC
Issued 10/03/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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