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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Daniel Colyer is a financial advisor with PFS Investments Inc. John Daniel Colyer has been in the industry since April 2019 and has passed the Uniform Securities Agent State Law Examination, the Uniform Investment Adviser Law Examination, the Investment Company Products/Variable Contracts Principal Examination, the Investment Company Products/Variable Contracts Representative Examination, and the Securities Industry Essentials Examination. John Daniel Colyer is registered as a broker-dealer with the state of Pennsylvania and West Virginia, as well as an investment advisor representative with Pennsylvania. John Daniel Colyer may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home-related services.
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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2
PA
01/09/2023 - Present
PFS Investments Inc. (LITITZ PA)
IA
Issued 12/29/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/16/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/24/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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