Unclaimed
Michael Gary is a financial professional with over 26 years of experience in the financial services industry. Michael is currently registered with PFS Investments Inc. Michael is also registered in Arizona, California, North Carolina, Texas, Utah, and Washington. Michael holds Series 6, Series 63, Series 26, and SIE licenses. Michael provides financial planning services to individuals, corporations, and charitable organizations.
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
10/13/2023 - Present
PFS Investments Inc. (LAYTON UT)
IA
Issued 10/06/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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