Unclaimed
Otis Ransaw is a financial advisor with over 18 years of experience in the industry. Otis is currently registered with PFS Investments Inc. in Montgomery, AL. Otis holds a Series 6, Series 26, and Series 63 licenses. Otis's specialties include investment company products/variable contracts. Otis has been active in the industry since 2004.
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
AL
05/05/2004 - Present
PFS Investments Inc. (MONTGOMERY AL)
BC
Issued 06/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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