Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Mowad is a financial advisor with PFS Investments Inc. Michael has been working in the financial services industry since 2012 and has both Series 63 and Series 65 securities licenses. Michael has a strong focus on working with individuals and has been registered as a financial advisor in Pennsylvania since 2020. Michael's office is located at 7310 TILGHMAN STREET, SUITE 500A in ALLENTOWN, PA.
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
PA
02/25/2021 - Present
PFS Investments Inc. (ALLENTOWN PA)
IA
Issued 02/08/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/07/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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