Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Baer is a registered representative with PFS Investments Inc. located in Overland Park, KS. Matthew has been in the industry since 2017 and holds the Series 6, Series 63, and Series 65 licenses. Matthew is also registered with the states of Indiana, Kansas, Kentucky, Michigan, Minnesota, Missouri, Nebraska, and North Dakota. In addition to his work with PFS Investments Inc., Matthew also sells investment-related products for companies affiliated with PFS Investments Inc. Matthew also receives non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services.
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
KS
11/21/2017 - Present
PFS Investments Inc. (OVERLAND PARK KS)
IA
Issued 11/11/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/27/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/22/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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