Unclaimed
Jon McDown is a registered representative with PFS Investments Inc., located in Oklahoma City, OK. Jon holds Series 6, SIE, and 6TO securities licenses and is also registered to conduct business in Colorado and Oklahoma. Jon has been in the financial services industry since 2012 and is currently employed by PFS Investments Inc. Jon provides financial planning and portfolio management services to 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.
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2
OK
08/30/2019 - Present
PFS Investments Inc. (OKLAHOMA CITY OK)
OK
11/05/2012 - 09/01/2015
PFS INVESTMENTS INC. (OKLAHOMA CITY OK)
BC
Issued 10/17/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/01/2015
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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