Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Aron Yeakel is a financial professional with PFS Investments Inc., a firm that offers investment advisory services to individuals, high-net-worth individuals, charitable organizations, corporations, and other businesses. Jay has extensive experience in the industry, having started his career in 2020. Jay is registered in Texas and holds the Series 6TO, SIE, and Series 26 licenses.
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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GA
01/25/2023 - Present
PFS Investments Inc. (DULUTH GA)
IL
09/02/2020 - 01/20/2023
PFS INVESTMENTS INC. (CHAMPAIGN IL)
BC
Issued 07/24/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/02/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/17/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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