Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Parrish is a financial advisor with PFS Investments Inc., a firm with over 3,500 employees and a large client base. Matthew has been in the financial services industry since 2019 and is currently licensed in both Colorado and Georgia. Matthew offers a variety of financial services, including portfolio management for individuals.
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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GA
04/27/2023 - Present
PFS Investments Inc. (ATLANTA GA)
CO
10/14/2019 - 12/31/2021
PFS INVESTMENTS INC. (DENVER CO)
BC
Issued 05/08/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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