Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Scott Michaels is a registered investment advisor representative with PFS Investments Inc. Jeffrey has been in the securities industry for over 20 years and is registered in Florida and Georgia. Jeffrey has passed the Series 6, 26, 63, and 65 exams, as well as the SIE exam. He is a well-established financial professional and is actively involved in the community. Jeffrey specializes in providing financial planning and investment advice for individuals and small businesses.
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
05/16/2014 - Present
PFS Investments Inc. (LARGO FL)
IA
Issued 05/05/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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