Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Morales is a financial advisor with PFS Investments Inc. He is registered with the state of New York. Jeffrey has been in the industry since August 15, 2013. He is licensed to provide investment advice for individuals. PFS Investments Inc. is a financial advisory firm headquartered in Duluth, Georgia. The firm provides investment advice to individuals and businesses. They also manage assets for individuals and companies. Jeffrey has experience working with clients seeking investment management for both businesses and 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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NY
08/16/2013 - Present
PFS Investments Inc. (NYC NY)
BC
Issued 09/04/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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