Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jody? Claim Your ProfileJody O'Rielly is a registered representative with PFS Investments Inc. and has been in the securities industry since 2004. Jody has a Series 6, Series 26 and Series 63 license. Jody's office is located in Avondale, Arizona. The firm's main office is in Duluth, Georgia. PFS Investments Inc. is a Registered Investment Adviser with the SEC.
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
AZ
12/23/2020 - Present
PFS Investments Inc. (AVONDALE AZ)
AZ
12/22/2017 - 12/31/2018
PFS INVESTMENTS INC. (LITCHFIELD PARK AZ)
AZ
12/23/2014 - 12/31/2015
PFS INVESTMENTS INC. (GOODYEAR AZ)
AZ
09/08/1998 - 12/31/2012
PFS INVESTMENTS INC. (GOODYEAR AZ)
BC
Issued 09/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jody O'Rielly is the right advisor for you? Invested Better is here to help.
