Unclaimed
Michael Alford is a financial advisor at PFS Investments Inc. with over 2 years of experience in the financial services industry. Michael has a Series 63, Series 6TO and SIE license. Michael is registered in Florida and is located at 8191 College Pkwy Suite 305-E, Fort Myers, FL. PFS Investments Inc. is a Registered Investment Advisor with approximately $8.5 billion in assets under management. The firm has over 59,808 clients and provides portfolio management services to 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.
1
2
FL
02/14/2024 - Present
PFS Investments Inc. (FORT MYERS FL)
FL
07/27/2020 - 02/24/2023
PFS INVESTMENTS INC. (BONITA SPRINGS FL)
BC
Issued 06/11/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/01/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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