Unclaimed
John Wesley Tanner is a financial advisor at PFS Investments Inc., a firm with over 59,000 client accounts and over $8.4 billion in assets under management. John holds Series 6 and Series 63 securities licenses and has been in the industry since 1987. John's expertise lies in providing financial planning and portfolio management services for individuals.
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
GA
06/17/1987 - Present
PFS Investments Inc. (CARROLLTON GA)
BC
Issued 06/17/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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