Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Clement Halloran is a financial professional registered in the state of California and is associated with PFS Investments Inc. based in Duluth, Georgia. Jeffrey has been in the industry since April 4, 2019. Jeffrey currently has 2 product exams, 1 principal exam, and 1 state exam. Jeffrey holds Series 63, 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.
1
2
NV
04/05/2019 - Present
PFS Investments Inc. (LAS VEGAS NV)
BC
Issued 04/24/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/05/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/17/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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