Unclaimed
Michael Kopfer is an Investment Advisor Representative at PFS Investments Inc. Michael has been in the securities industry since February 10, 2002 and is licensed in Arkansas and Texas. Michael's firm, PFS Investments Inc., provides investment advice to individuals, corporations, charitable organizations, and high-net-worth individuals. PFS Investments Inc. manages approximately $8.46 billion in assets. Michael is available to discuss your financial planning 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.
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2
TX
03/28/2012 - Present
PFS Investments Inc. (STAFFORD TX)
IA
Issued 02/03/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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