Unclaimed
Jared Joseph Winker is a financial professional with PFS Investments Inc. Jared is registered with FINRA and has a Series 6 and Series 63 license. Jared has been in the industry since March 12, 2018. PFS Investments Inc. is an independent broker-dealer headquartered in Duluth, Georgia. The firm offers a wide range of financial services, including portfolio management, investment advisory, and retirement planning. Jared focuses on working with individual clients and businesses.
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
VA
03/13/2018 - Present
PFS Investments Inc. (NEWPORT NEWS VA)
BC
Issued 11/24/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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