Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Rogers is a financial professional with PFS Investments Inc. Jay has been in the financial industry for over 10 years and has a proven track record of success. Jay holds a Series 63, 65 and Series 6TO licenses. Jay is committed to providing clients with personalized financial advice and helping them achieve their financial goals. Jay specializes in portfolio management for individuals and is passionate about helping his clients reach their financial goals. Jay is active in the New Braunfels community and is a member of the Greater New Braunfels Chamber of Commerce.
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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CA
08/07/2023 - Present
PFS Investments Inc. (CONCORD CA)
IA
Issued 06/30/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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