Unclaimed
Kevin Sunny Thomas is a financial advisor registered with PFS Investments Inc. based in Houston, TX. Kevin has been in the industry for a significant period, having been registered with NYLIFE SECURITIES LLC before joining PFS Investments Inc. Kevin has a strong background in securities, having earned the Series 6TO, SIE, and Series 63 licenses. His experience and qualifications make him a valuable asset to clients seeking guidance in their financial endeavors.
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
TX
06/10/2024 - Present
PFS Investments Inc. (HOUSTON TX)
TX
05/23/2022 - 07/18/2022
NYLIFE SECURITIES LLC (HOUSTON TX)
BC
Issued 06/25/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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