Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Mueller-lewis is a financial advisor with PFS Investments Inc. who is registered in Minnesota, Oklahoma, Virginia, and Wisconsin. Matthew is a Series 63, 6TO, and SIE licensed representative and has been in the industry since December 15, 2023. Matthew specializes in investment management for individuals. PFS Investments Inc. is a registered investment advisor with the SEC and provides investment management services to individuals, businesses, and charitable organizations.
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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VA
12/16/2023 - Present
PFS Investments Inc. (VIENNA VA)
BC
Issued 02/16/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/06/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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