Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Allan Bohannon is a financial professional registered with PFS Investments Inc., where he provides investment advisory services to individuals. Matthew has been in the financial services industry since 2017. Matthew is a registered representative in Iowa and Texas. Matthew holds the following securities licenses: Series 6, Series 63, Series 65 and Series 26. Matthew also holds the SIE exam. Matthew is committed to providing his clients with the highest quality of service.
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
02/05/2021 - Present
PFS Investments Inc. (HIAWATHA IA)
IA
Issued 10/06/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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