Unclaimed
Nickolas Patrick Jones is a financial professional with experience in the financial services industry since 2014. Nickolas is registered to provide investment advice and securities services in multiple states. Nickolas Jones is currently employed by PFS Investments Inc. and has been since 2014. Nickolas has a background in sales and is also a part-time IT consultant.
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
CO
01/11/2019 - Present
PFS Investments Inc. (GREENWOOD VILLAGE CO)
CO
08/05/2014 - 12/31/2018
PFS INVESTMENTS INC. (GREENWOOD VILLAGE CO)
IA
Issued 05/27/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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