Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Friesner is a registered investment advisor representative with PFS Investments Inc. in Elkhart, Indiana. Matthew is a registered investment advisor in Indiana and has been in the industry since October 15, 2023. Matthew is also licensed as a securities agent in Indiana and Alabama. Matthew has passed the Series 63, Series 65, and Series 26 examinations, as well as the SIE and Series 6TO exams. In addition to his work at PFS Investments Inc., Matthew also owns and operates Bunker Shelving, LLC.
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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IN
05/14/2024 - Present
PFS Investments Inc. (ELKHART IN)
IA
Issued 04/25/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/15/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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