Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Mallard is a registered representative with PFS Investments Inc. based in TINLEY PARK, IL. Jeffrey has been in the industry since March 1, 2016. Jeffrey holds a Series 6, Series 26, and Series 63 license, along with the SIE exam. Jeffrey has been registered with the state of Illinois since October 24, 2016, and with the state of California since July 29, 2024. Jeffrey specializes in providing investment advice for 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
IL
07/28/2016 - Present
PFS Investments Inc. (TINLEY PARK IL)
IL
03/15/2016 - 04/12/2016
PFS INVESTMENTS INC. (SOUTH HOLLAND IL)
IL
09/04/2015 - 12/31/2015
PFS INVESTMENTS INC. (HOMEWOOD IL)
BC
Issued 09/28/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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FINRA
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