Unclaimed
Jeremy Burson is a registered representative and investment advisor representative at PFS Investments Inc. Jeremy is licensed to provide financial services in Colorado, Oklahoma and Washington. Jeremy is a Series 63 and Series 6TO licensed professional. PFS Investments Inc. provides financial services for individuals, corporations and charitable organizations. PFS Investments Inc. has approximately 8.5 billion in assets under management.
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
OK
10/30/2023 - Present
PFS Investments Inc. (PURCELL OK)
BC
Issued 12/22/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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