Unclaimed
Jeffrey Underwood is a registered representative with PFS Investments Inc., a financial firm with offices in Duluth, GA and Hurricane, WV. Jeffrey Underwood joined the firm in 2004 and is licensed in West Virginia. Jeffrey Underwood has passed the Series 6, Series 63 and SIE exams. The individual specializes in working with individuals. PFS Investments Inc. offers a variety of financial products and services, including portfolio management, to individuals and 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
WV
04/20/2004 - Present
PFS Investments Inc. (HURRICANE WV)
BC
Issued 04/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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