Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Lee Reed is a registered representative with PFS Investments Inc. with over 2 years of experience in the financial industry. Jeffrey Reed holds the Series 63, 6TO, and SIE licenses. Jeffrey Reed specializes in insurance products. Jeffrey Reed is licensed to sell securities in Minnesota. The main office of PFS Investments Inc. is in Duluth, GA. The firm has over 3510 licensed agents and 59,808 accounts under management. PFS Investments Inc. offers portfolio management for individuals. The firm primarily manages accounts for 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.
1
2
MN
05/16/2022 - Present
PFS Investments Inc. (ROCHESTER MN)
BC
Issued 03/26/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/28/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Reed is the right advisor for you? Invested Better is here to help.
