Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isaac? Claim Your ProfileIsaac Sommers is a registered representative with PFS Investments Inc. Isaac has been in the securities industry since 2014. Isaac has Series 6, Series 63, and SIE licenses and is registered in Utah and Washington. Isaac's office is located in Salt Lake City, Utah. PFS Investments Inc. has been providing financial services since 2014. The firm manages assets for a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. The firm's main office is located 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.
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2
UT
07/07/2014 - Present
PFS Investments Inc. (SALT LAKE CITY UT)
BC
Issued 08/13/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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