Unclaimed
Justin Gersema is a financial professional with over 15 years of experience in the industry. Justin currently works with PFS Investments Inc. and has been with the firm since 2015. Justin has held several positions with PFS Investments Inc., and has experience in a range of financial services. Justin is registered with both FINRA and the state of Iowa. Justin has earned both Series 6 and 63 licenses and a Series 26 principal license. Justin also holds a Series 65 license. Justin is committed to helping clients achieve their financial goals.
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
IA
07/19/2019 - Present
PFS Investments Inc. (URBANDALE IA)
IA
12/07/2015 - 12/31/2018
PFS INVESTMENTS INC. (URBANDALE IA)
IA
12/08/2011 - 12/31/2013
PFS INVESTMENTS INC. (URBANDALE IA)
IA
11/20/2007 - 12/31/2010
PFS INVESTMENTS INC. (URBANDALE IA)
IA
Issued 07/11/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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