Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Miller is a financial advisor with PFS Investments Inc. based in Troy, Michigan. Jeffrey is licensed to provide financial services in 6 states and holds Series 6, 26, 63 and SIE licenses. Jeffrey has been working in the financial industry since 2012. PFS Investments Inc. is a registered investment advisor with a focus on financial planning and portfolio management 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
MI
08/17/2012 - Present
PFS Investments Inc. (TROY MI)
BC
Issued 08/29/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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