Unclaimed
Jovan Francis is a financial advisor with PFS Investments Inc. located in ST GEORGE, UT. Jovan has been in the industry since 2021 and holds the Series 63, Series 26 and Series 6TO licenses. Jovan specializes in financial planning and portfolio management 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
UT
01/22/2023 - Present
PFS Investments Inc. (ST GEORGE UT)
CA
03/06/2021 - 12/31/2022
PFS INVESTMENTS INC. (RIVERSIDE CA)
BC
Issued 03/25/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/06/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/22/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jovan Francis is the right advisor for you? Invested Better is here to help.