Unclaimed
John R. Olexa is a financial advisor registered with PFS Investments Inc. in Raleigh, NC. John has been in the industry since March 2018 and has passed the Series 6, Series 63, and SIE exams. John is associated with the Raleigh branch office of PFS Investments Inc. and is registered to offer securities in North Carolina.
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
NC
03/16/2018 - Present
PFS Investments Inc. (RALEIGH NC)
BC
Issued 04/09/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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