Unclaimed
Jarod Michael Hale is a financial professional registered in both Oklahoma and Texas. Jarod has over 12 years of experience in the financial services industry, having started at PFS INVESTMENTS INC. in 2009. Jarod has also held the Series 6, SIE and Series 26 exams, demonstrating a commitment to continued professional development. PFS Investments Inc. is an active, national investment advisory firm with approximately $8.5 billion in regulatory assets under management.
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
OK
01/05/2022 - Present
PFS Investments Inc. (PURCELL OK)
OK
10/12/2012 - 12/31/2021
PFS INVESTMENTS INC. (MOORE OK)
OK
05/25/2009 - 09/02/2011
PFS INVESTMENTS INC. (OKLAHOMA CITY OK)
BC
Issued 09/03/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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