Unclaimed
Nicholas Kavalauskas is a registered representative with PFS Investments Inc. Nicholas is licensed to provide investment advice in Ohio and Texas. Nicholas is also registered with the state of Michigan. Nicholas has been in the financial services industry since 2022 and has held positions at Primerica Financial Services and PFS Investments Inc. Nicholas holds Series 63, 65, and 6TO licenses. Nicholas specializes in providing financial advice to individuals.
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
04/25/2024 - Present
PFS Investments Inc. (DAYTON OH)
IA
Issued 10/18/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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