Unclaimed
Michael Scott Perkins is a financial advisor at PFS Investments Inc. Michael has been in the financial services industry for over 17 years. Michael is registered with the state of Utah as a Registered Investment Advisor and a Registered Representative. Michael is also licensed to sell securities in Arizona, California, Ohio and Utah. Michael specializes in providing investment advice to individuals and families. Michael is committed to providing personalized financial planning services and helping clients achieve their financial goals.
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
UT
03/04/2016 - Present
PFS Investments Inc. (SPRINGVILLE UT)
IA
Issued 02/17/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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