Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Mercer is a financial advisor at PFS Investments Inc. Paul is a licensed representative in Maryland and has a Series 6TO and SIE license. Paul has been in the industry for 11 months and is a registered representative with the firm since May 8, 2024. Paul provides portfolio management services to individuals. PFS Investments Inc. is an SEC Registered Investment Adviser and provides portfolio management to individuals, businesses, and charitable organizations.
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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MD
05/08/2024 - Present
PFS Investments Inc. (CROFTON MD)
BC
Issued 05/08/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/07/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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