Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Thomas Frantz is a licensed financial advisor with PFS Investments Inc., a registered investment advisor. Jeffrey has been in the financial industry since 2019. Jeffrey is registered in Ohio and Pennsylvania and has passed the Series 63, Series 6TO, and SIE exams. Jeffrey's firm, PFS Investments Inc. has approximately $8.46 billion in regulatory assets under management and provides portfolio management services to 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.
1
2
PA
07/02/2019 - Present
PFS Investments Inc. (DOYLESTOWN PA)
BC
Issued 08/06/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/11/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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