Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Dan Holt is a registered representative with PFS Investments Inc., with over two years in the industry. Michael is located in TAMPA, FL and has earned both the Series 6TO and SIE licenses. Michael is available to provide individual portfolio management services.
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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FL
10/30/2021 - Present
PFS Investments Inc. (TAMPA FL)
BC
Issued 10/30/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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