Unclaimed
John Wolcott is a financial advisor at PFS Investments Inc., a firm with over 59,000 client accounts and more than $8.4 billion in assets under management. John is a Series 6TO and SIE licensed representative, specializing in investment company products and variable contracts. John is registered with FINRA. John is currently located in Salem, Oregon.
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
OR
08/27/2024 - Present
PFS Investments Inc. (SALEM OR)
BC
Issued 08/27/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/25/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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