Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Glen Allen is a financial professional with over 20 years of experience in the industry. Jeffrey is currently registered with PFS Investments Inc. in Coral Springs, Florida. Jeffrey has been with PFS Investments Inc. since 2001 and has held the Series 6 license since 2001 and the SIE license since 2018. Jeffrey is a specialist in Investment Company Products/Variable Contracts and offers investment advisory services 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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2
FL
03/04/2009 - Present
PFS Investments Inc. (CORAL SPRINGS FL)
GA
12/20/2001 - 12/31/2008
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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