Unclaimed
Michael Duane Greenhalgh is a registered representative at PFS Investments Inc. located in Peoria, Illinois. Michael has over 30 years of experience in the financial services industry. Michael is licensed to provide investment advice in Illinois, Iowa, and Texas. In addition to offering investment advice, Michael is a licensed insurance agent and is able to provide insurance products to clients. Michael is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. Michael's firm, PFS Investments Inc., is a large broker-dealer with over 3,500 licensed agents and 3,500 investment advisor representatives nationwide.
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
IL
10/10/2013 - Present
PFS Investments Inc. (PEORIA IL)
IL
03/25/2011 - 10/09/2013
PFS INVESTMENTS INC. (EAST PEORIA IL)
GA
02/21/2006 - 12/31/2006
PFS INVESTMENTS INC. (DULUTH GA)
GA
03/05/2004 - 12/31/2005
PFS INVESTMENTS INC. (DULUTH GA)
GA
01/22/2003 - 12/31/2003
PFS INVESTMENTS INC. (DULUTH GA)
GA
08/16/1988 - 12/31/2002
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 02/16/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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