Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Wayne Metcalf is a financial advisor at PFS Investments Inc. Jerry is based in Stonewall, Louisiana and has been working in the financial industry since October 19, 2019. Jerry has Series 6, Series 63 and SIE licenses. Jerry has been registered with PFS Investments Inc. since February 25, 2021 and previously worked for AVANTAX INVESTMENT SERVICES, 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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LA
02/25/2021 - Present
PFS Investments Inc. (STONEWALL LA)
LA
09/21/2018 - 01/27/2020
AVANTAX INVESTMENT SERVICES, INC. (Stonewall LA)
BC
Issued 01/27/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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