Unclaimed
Jan Michael Genovez is a financial advisor at PFS Investments Inc. Jan Michael Genovez has been in the financial services industry since August 2020. Jan Michael Genovez is registered with the state of Illinois as an Investment Advisor Representative and a Registered Representative. Jan Michael Genovez is also registered with the state of California, Florida, Georgia, Illinois, Texas, and Wisconsin as a Registered Representative. Jan Michael Genovez is a Series 63, 65, and 26 licensed advisor. Jan Michael Genovez has experience in the sale of investment-related products and loan products.
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
IL
08/30/2022 - Present
PFS Investments Inc. (GURNEE IL)
IA
Issued 08/08/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/31/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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