Unclaimed
Jewel Alston Coan is a registered representative with PFS Investments Inc. Jewel has been in the securities industry since January 1997. Jewel is currently registered with the state of Florida, Georgia and South Carolina. Jewel is also licensed to conduct business in investment company products and variable contracts. Jewel holds the Series 6, Series 26, and Series 63 licenses, as well as the SIE exam.
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
SC
01/24/1997 - Present
PFS Investments Inc. (MOUNT PLEASANT SC)
BC
Issued 12/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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