Unclaimed
Michael Scott Mahnich is a financial advisor registered with PFS Investments Inc. Michael has been in the industry since 2007 and is currently licensed in Colorado and Texas. Michael is Series 6 and 63 licensed and has passed the SIE exam. Michael's current position is in Plano, TX. PFS Investments Inc. has offices in Duluth, GA and Plano, TX.
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
TX
05/02/2022 - Present
PFS Investments Inc. (PLANO TX)
TX
05/23/2007 - 12/31/2010
PFS INVESTMENTS INC. (DALLAS TX)
BC
Issued 08/25/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/24/2021
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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