Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Johnathon? Claim Your ProfileJohnathon Wesley Larreau is a registered investment advisor representative with PFS Investments Inc. Johnathon has been in the industry since June 25, 2003 and holds the following licenses: Series 6, Series 63, Series 26, and Series 65. Johnathon is also registered with the state of Texas as an Investment Advisor Representative and has been since January 31, 2019. Johnathon's office is located at 237 S 70TH ST, STE 207 in LINCOLN, NE. Johnathon is affiliated with PFS Investments Inc., which is a registered investment advisor with the SEC. PFS Investments Inc. is a national firm with offices in multiple states and offers a variety of financial products and services. Johnathon's investment advice is focused on individuals. Johnathon may receive compensation for the sale of investment-related products from companies affiliated with PFS Investments Inc. Johnathon also receives compensation for the sale of loan products from Primerica Mortgage, LLC and for referrals of home security and automation products from Primerica Client Services, Inc.
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
NE
01/31/2019 - Present
PFS Investments Inc. (LINCOLN NE)
IA
Issued 03/25/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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