Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Engelhardt is a registered investment advisor representative with PFS Investments Inc., a firm that offers investment management services. Jeffrey has been in the industry since 2011 and holds the Series 63, Series 65 and the Series 6 licenses. He currently provides services to clients in Iowa. Jeffrey has experience in providing investment advice to individuals, corporations and charitable organizations.
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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2
IA
10/20/2021 - Present
PFS Investments Inc. (URBANDALE IA)
IA
Issued 10/08/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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