Unclaimed
Jerry Gambell is a registered representative with PFS Investments Inc. located in Whitesboro, NY. Jerry has been in the securities industry for over 10 years and holds Series 63, Series 65, and Series 6TO licenses. Jerry is also a registered Investment Advisor Representative with PFS Investments Inc. in New York. Jerry's primary business activities include sales of investment-related products for PFS Investments Inc. and its affiliated companies. In addition to his investment advisory work, Jerry is also a part-time driver for Royal Fiberglass Pools and a researcher for Cornell University.
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
NY
02/02/2023 - Present
PFS Investments Inc. (Whitesboro NY)
IA
Issued 11/08/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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