Unclaimed
John Gerard McMullen is a financial advisor registered with PFS Investments Inc. John has been in the industry since 2003 and is licensed to offer investment advice in several states, including Florida, New Jersey, and New York. He has passed numerous industry exams, including the Series 6, 26, and 63 exams. John has experience working with individual clients, corporations, and charitable organizations.
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
08/03/2021 - Present
PFS Investments Inc. (MILFORD PA)
BC
Issued 12/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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