Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin A Phlaum is a registered representative with PFS Investments Inc. based in Grants Pass, Oregon. Justin is a licensed investment advisor with over 11 years of experience in the financial services industry. Justin offers a range of services including portfolio management for individuals. The firm provides portfolio management services to individuals, charitable organizations, corporations or other businesses, and individuals other than high net worth. They have an approximate AUM of $8.5 Billion.
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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OR
02/11/2011 - Present
PFS Investments Inc. (GRANTS PASS OR)
BC
Issued 01/20/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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