Unclaimed
Mitchell R. Nonn is an investment advisor representative at PFS Investments Inc. Mitchell has been in the industry for over 12 years and is registered in several states. Mitchell specializes in providing investment advice and portfolio management for individuals. Mitchell also holds Series 6, Series 63, Series 65, and Series 26 licenses, as well as the SIE exam.
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
WI
06/21/2012 - Present
PFS Investments Inc. (APPLETON WI)
IA
Issued 06/02/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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