Unclaimed
Nicholas White is a financial advisor with PFS Investments Inc. Nicholas has been in the financial services industry since March 2016, and has a Series 6, Series 63 and SIE license. Nicholas has a strong background in providing financial advice to individuals and corporations. Nicholas has a proven track record of helping clients achieve their financial goals. Nicholas is committed to providing clients with personalized service and sound financial advice.
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
AL
03/31/2016 - Present
PFS Investments Inc. (HOOVER AL)
BC
Issued 05/31/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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