Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Harper is a financial advisor with PFS Investments Inc., a registered investment advisor firm headquartered in Duluth, Georgia. Matthew is registered with the Financial Industry Regulatory Authority (FINRA) and has been in the securities industry since May 2020. Matthew specializes in portfolio management for individuals and offers investment advice for a wide range of clients.
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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FL
05/27/2020 - Present
PFS Investments Inc. (TAMPA FL)
BC
Issued 05/20/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/14/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/31/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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