Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Monroe is a financial advisor with PFS INVESTMENTS INC. in MERIDIAN, ID. Michael has been in the securities industry since 2008. Michael is a licensed investment advisor representative and holds FINRA Series 6, 26, and 63 securities licenses. Michael is also a licensed investment advisor representative in the states of Arizona, California, Idaho, Indiana, Iowa, Kansas, Massachusetts, Mississippi, Montana, Nevada, New Mexico, New York, North Carolina, North Dakota, Ohio, Oregon, South Carolina, South Dakota, Texas, Utah, and Washington. Michael is also a registered investment advisor representative with Primerica Advisors in DULUTH, GA. Michael specializes in providing financial planning and portfolio management services to individuals and businesses. Michael also sells investment-related products for companies affiliated with PFS INVESTMENTS INC., and may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. for part-time referrals of home security and automation products, as well as other home related services.
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
ID
07/14/2016 - Present
PFS Investments Inc. (MERIDIAN ID)
IA
Issued 6/22/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/1/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/26/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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