Unclaimed
Michael Brumfield is a registered Investment Advisor Representative with PFS Investments Inc. Michael has been in the securities industry since 1999. Michael is registered to provide investment advisory services in Alabama, Arizona, Colorado, Florida, Illinois, Minnesota, Ohio, and Texas. Michael is also registered with the state of Texas as a Registered Representative. Michael holds the Series 6, Series 63, and Series 65 securities licenses, as well as the Securities Industry Essentials (SIE) exam. Michael has experience working with individuals, corporations and charitable organizations.
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
TX
09/27/2013 - Present
PFS Investments Inc. (PLANO TX)
IA
Issued 08/06/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Brumfield is the right advisor for you? Invested Better is here to help.