Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Bach is a financial advisor with PFS Investments Inc. He is based in Marshall, TX. Nathan has been working in the financial services industry since October 20, 2019. He is a registered investment advisor and holds a Series 63, Series 65, and Series 26 licenses. He also has experience in investment company products and variable contracts, having obtained Series 6TO and SIE licenses. Nathan’s firm, PFS Investments Inc., provides portfolio management services for individuals and has over 8.4 billion in assets under management.
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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TX
02/10/2023 - Present
PFS Investments Inc. (MARSHALL TX)
IA
Issued 11/21/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/21/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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