Unclaimed
John Munley is a financial professional with a strong foundation in the financial services industry, having passed multiple industry exams including the Series 63, Series 6TO, and SIE. John is registered to provide investment advice and services in Pennsylvania, Rhode Island, and Virginia. John is currently affiliated with PFS Investments Inc., a leading provider of financial services with a focus on individual and corporate portfolio management. PFS Investments Inc. is a well-established firm with a strong track record of client satisfaction.
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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NY
04/10/2021 - Present
PFS Investments Inc. (BELLEROSE NY)
BC
Issued 05/04/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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