Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Twomey is a financial advisor who is registered with PFS Investments Inc.. Matthew has been in the financial industry since June 10, 2015. Matthew is licensed to sell securities in Michigan. Matthew has passed the Series 63, Series 65 and the SIE exams. Matthew is also licensed to sell investment company products, variable contracts. Matthew can provide portfolio management services 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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MI
12/12/2017 - Present
PFS Investments Inc. (WIXOM MI)
IA
Issued 11/22/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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