Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Merta is a financial professional who has been in the industry since April 13, 2000. Paul holds multiple licenses, including Series 6, SIE, and Series 63. Paul Merta is currently registered with PFS Investments Inc. in Houston, TX and has been with the firm since April 14, 2000. PFS Investments Inc. is a firm headquartered in Duluth, Georgia and has approximately 8.5 billion in assets under management. The firm specializes in portfolio management for individuals and provides financial services to a variety of clients, including high-net-worth individuals, corporations, 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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2
TX
04/14/2000 - Present
PFS Investments Inc. (HOUSTON TX)
BC
Issued 04/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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