Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Anthony Overstreet is a financial advisor at PFS Investments Inc. Michael is a registered representative with the state of Texas, and holds the Series 6, 63, 26, and SIE licenses. Michael is an active registered Investment Advisor representative in Texas. Michael has over 25 years of experience in the financial services industry. Michael is also a partner in Overstreet Ventures, LP, and Overstreet Ventures Management, Inc. Both entities are formed solely for Primerica business purposes.
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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TX
05/13/2016 - Present
PFS Investments Inc. (BEAUMONT TX)
IA
Issued 05/09/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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