Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerald? Claim Your ProfileJerald Stafford is a registered representative with PFS Investments Inc. Jerald is registered to conduct business in Texas and Wyoming. Jerald has been in the industry since July 25, 2012. Jerald has a Series 6 license, Series 63 license and a SIE license. Jerald has been affiliated with PFS Investments Inc. since February 2010. Previously, Jerald has been affiliated with WELLS FARGO CLEARING SERVICES, LLC, WELLS FARGO BANK, NA and PRIMERICA FINANCIAL SERVICES.
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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TX
10/16/2024 - Present
PFS Investments Inc. (SAN ANTONIO TX)
TX
09/18/2018 - 03/05/2019
WELLS FARGO CLEARING SERVICES, LLC (SAN ANTONIO TX)
TX
06/16/2011 - 08/29/2018
PFS INVESTMENTS INC. (SAN ANTONIO TX)
BC
Issued 09/08/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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