Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Max? Claim Your ProfileMax B. Simpson has been in the financial services industry since January 30, 1982 and is currently registered with PFS Investments Inc. in Jefferson, GA. Max B. Simpson has been registered as a broker for over 40 years, having taken the Series 1 exam on February 3, 1979. Max B. Simpson also has several other certifications including Series 6TO, SIE, and Series 26. Max B. Simpson is licensed in Utah. The firm's main office is located in Duluth, GA. PFS Investments Inc. manages over 8 billion dollars in assets across individual and corporate client accounts.
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
GA
01/31/1982 - Present
PFS Investments Inc. (JEFFERSON GA)
BC
Issued 12/13/1985
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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