Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremee? Claim Your ProfileJeremee Duncan is a financial advisor associated with PFS Investments Inc. Jeremee has been in the industry since January 2022. Jeremee is registered with the state of Texas. In addition to securities and investment advisory services, Jeremee also provides non-investment related services for Primerica Mortgage, LLC and Primerica Client Services, Inc., companies affiliated with PFS Investments Inc.
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
08/14/2024 - Present
PFS Investments Inc. (DALLAS TX)
IA
Issued 05/25/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/11/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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