Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Neely is a financial advisor with PFS Investments Inc., located in Phoenix, AZ. Paul has been in the financial services industry since 2010. Paul is a registered representative in 22 states. Paul holds Series 6, 26, and 63 securities licenses. Paul's specializations include investments.
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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AZ
04/07/2010 - Present
PFS Investments Inc. (PHOENIX AZ)
BC
Issued 03/18/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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