Unclaimed
Paul Kevin Jerks is a registered representative with PFS Investments Inc. and has been in the securities industry since 2006. Paul is licensed in Florida, Michigan, Virginia and Wisconsin. Paul holds a Series 6 and Series 63 license. Paul has worked for PFS Investments Inc. for several years. The firm has a large number of clients, including 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.
1
2
WI
06/11/2008 - Present
PFS Investments Inc. (GREEN BAY WI)
GA
01/14/2002 - 10/15/2003
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 08/08/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Paul Jerks is the right advisor for you? Invested Better is here to help.