Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Bernard Lai is a financial advisor at PFS Investments Inc. John Bernard Lai has been in the industry since August 15, 2023. John Bernard Lai specializes in providing investment advice to individuals. John Bernard Lai is registered in New Jersey and Pennsylvania. John Bernard Lai has passed the Series 63, Series 6TO, and SIE exams.
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
PA
08/16/2023 - Present
PFS Investments Inc. (YORK PA)
BC
Issued 09/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/29/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure John Lai is the right advisor for you? Invested Better is here to help.
