Unclaimed
Michael Adams is a financial advisor with PFS Investments Inc. Michael is a licensed Registered Representative and Investment Advisor Representative with PFS Investments Inc. Michael has been in the financial industry since 2013. Michael holds Series 6, Series 63, Series 26 and SIE licenses, and the Uniform Investment Adviser Law Examination (Series 65). Michael is registered in several states including Florida, Georgia, Kentucky, New York, North Carolina, and Virginia. Michael is a licensed agent and an Investment Advisor Representative for PFS Investments Inc. Michael also works as an independent contractor for CNY Bubbleball in Hilton, NY.
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
NY
08/03/2021 - Present
PFS Investments Inc. (BALDWINSVILLE NY)
IA
Issued 12/06/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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