Unclaimed
Jerry Redd is a financial advisor at PFS Investments Inc. in Wills Point, TX. Jerry has over 25 years of experience in the financial services industry and is registered with the state of Texas, and 7 other states. Jerry has held the Series 6, 26 and 63 licenses, and is also licensed in the state of Texas. Jerry specializes in providing portfolio management for individuals. Jerry is a dedicated and experienced financial professional, and is committed to helping individuals achieve their financial goals.
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
07/27/1994 - Present
PFS Investments Inc. (WILLS POINT TX)
BC
Issued 09/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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