Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Beets is a financial advisor who has been in the industry since 2009. Jeffrey is currently registered with PFS Investments Inc. in Dallas, TX. Jeffrey has a Series 7, Series 63 and Series 6TO license and is also licensed in Oklahoma. Prior to joining PFS Investments Inc., Jeffrey worked at AXA Advisors, LLC in Oklahoma City, OK. Jeffrey specializes in providing financial advice to individuals.
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
01/09/2012 - Present
PFS Investments Inc. (DALLAS TX)
OK
08/26/2009 - 12/31/2011
PFS INVESTMENTS INC. (PONCA CITY OK)
OK
05/04/2007 - 08/29/2007
AXA ADVISORS, LLC (OKLAHOMA CITY OK)
BC
Issued 07/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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