Unclaimed
Jerry Philip Woodcock is a financial professional with over 20 years of experience in the industry. Jerry has been registered with PFS Investments Inc. since April 2000, and currently works out of their Tigard, OR branch office. Jerry holds Series 6, 26, and 63 licenses, as well as the SIE designation. Jerry has worked in the financial services industry since April 2000.
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
OR
04/03/2000 - Present
PFS Investments Inc. (TIGARD OR)
BC
Issued 03/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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