Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn D. Atkins is an investment advisor representative with PFS Investments Inc., having been with the firm since 2007. John is registered with the states of Indiana and Texas, and holds Series 6, 63, and 65 licenses as well as the SIE. John also has experience with Primerica Financial Services. John is a dedicated advisor committed to providing personalized financial guidance to help clients 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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IN
01/06/2023 - Present
PFS Investments Inc. (INDIANAPOLIS IN)
IN
11/12/2007 - 12/31/2022
PFS INVESTMENTS INC. (INDIANAPOLIS IN)
IA
Issued 07/02/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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