Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jimmy? Claim Your ProfileJimmy L. Coates is a registered representative with PFS Investments Inc. and has been in the industry since 2013. Jimmy has a Series 6, Series 26, Series 63, and SIE licenses. Jimmy is licensed to provide investment advice in the following states: District of Columbia, Florida, Louisiana, Maryland, Mississippi, North Carolina, Ohio, Texas, and Virginia.
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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TN
10/08/2024 - Present
PFS Investments Inc. (KNOXVILLE TN)
GA
01/01/2006 - 12/31/2007
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 08/08/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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