Unclaimed
Michael Whited is a registered investment advisor representative with PFS Investments Inc. Michael has been working in the financial services industry since 2017. Michael is registered in Ohio, Indiana, Kentucky, Maryland, South Carolina and Texas. Michael holds the Series 6, Series 63 and SIE licenses. Michael also works with Primerica Financial Services. Michael may also receive compensation from Primerica Mortgage, LLC, Primerica Client Services, Inc., Torchlight Financial Group, and SUPERIOR ALARMS LLC.
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
OH
12/12/2017 - Present
PFS Investments Inc. (WEST CHESTER OH)
BC
Issued 06/18/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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