Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Guillory is a financial advisor with PFS Investments Inc. based in Houston, TX. Jason has been in the industry since 2008. Jason has the Series 6, Series 63 and SIE licenses. Jason's firm PFS Investments Inc. is based in Duluth, GA. The firm has over 59,000 clients and manages over $8.4 billion in assets.
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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TX
04/04/2012 - Present
PFS Investments Inc. (HOUSTON TX)
TX
04/09/2007 - 09/08/2010
PFS INVESTMENTS INC. (SAN ANTONIO TX)
BC
Issued 05/08/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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