Unclaimed
Paul Reid is a financial advisor with PFS Investments Inc. Paul has been in the financial industry since October 28, 2007, and is registered with the state of Florida. Paul holds the Series 6 and Series 63 licenses as well as the SIE exam. Paul specializes in providing investment advice and portfolio management for individuals. Paul is located in DELRAY BEACH, Florida and can be reached through PFS Investments Inc.
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
FL
10/29/2007 - Present
PFS Investments Inc. (DELRAY BEACH FL)
BC
Issued 01/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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