Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julius? Claim Your ProfileJulius L. Thomas is a registered representative at PFS Investments Inc., a firm with a strong focus on providing portfolio management services to a wide range of clients, including individuals, businesses, and charitable organizations. With a background in the industry, Julius is well-equipped to assist clients with their financial goals. Julius obtained a Series 63, Series 6TO, and SIE licenses, demonstrating a commitment to providing expert guidance. Based in Columbia, South Carolina, Julius is readily available to connect with individuals in the community who are looking for experienced financial advice.
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
SC
08/14/2023 - Present
PFS Investments Inc. (COLUMBIA SC)
BC
Issued 08/16/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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