Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew White is a financial advisor with PFS Investments Inc. based in JACKSONVILLE, FL. Matthew has been in the financial industry since 2018 and has a wide range of experience in providing investment advice. Matthew has passed the Series 6, Series 63, Series 6TO and SIE exams and is registered in multiple states including Florida, Georgia, Maryland, Missouri and Texas. Matthew specializes in providing investment advice to individuals and has a focus on building a portfolio that meets your individual needs.
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.
1
2
FL
04/13/2022 - Present
PFS Investments Inc. (JACKSONVILLE FL)
FL
05/10/2018 - 12/31/2018
PFS INVESTMENTS INC. (JACKSONVILLE FL)
IA
Issued 03/30/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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