Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn H Kalfayan is a registered representative of PFS Investments Inc. with more than 10 years of experience in the financial services industry. John has a Series 63, 65, 26, and SIE licenses and has been registered as an investment advisor representative in several states, including Wisconsin, California, Florida, Georgia, Illinois, Maryland, New York, Virginia, and Washington. John specializes in portfolio management for individuals and can assist clients with financial planning.
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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WI
10/04/2011 - Present
PFS Investments Inc. (MADISON WI)
IA
Issued 08/12/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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