Unclaimed
John Koval is a financial professional with over 30 years of experience in the financial services industry. John is a registered representative of PFS Investments Inc. and holds several licenses, including Series 6, Series 26, and Series 63. John has been registered in Delaware and Maryland since 1987. John specializes in providing investment advice and portfolio management services to individuals.
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
MD
01/20/1987 - Present
PFS Investments Inc. (NORTH EAST MD)
BC
Issued 08/13/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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