Unclaimed
John Francis Waterstreet is a financial professional registered with PFS Investments Inc., a firm based in Duluth, Georgia. John has been in the financial industry since 2011 and holds several licenses, including Series 6, 26, 51, and 63. John specializes in portfolio management for 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
GA
11/22/2011 - Present
PFS Investments Inc. (DULUTH GA)
BC
Issued 07/11/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2012
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/29/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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