Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Allen Smith is a registered representative with PFS Investments Inc. based in Manchester, New Hampshire. Jeffery has been in the industry since 2004 and holds Series 6, 63, 26, and 65 licenses as well as the SIE. Jeffery Smith has a strong history of working with individuals and businesses, and has experience with various investment-related products.
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
NH
04/27/2018 - Present
PFS Investments Inc. (MANCHESTER NH)
IA
Issued 06/12/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffery Smith is the right advisor for you? Invested Better is here to help.
