Unclaimed
Paul Miller is a financial advisor with PFS Investments Inc. Paul has been in the industry since 2021 and is registered in 38 states. Paul specializes in providing financial advice to individuals. Paul is also a licensed Series 6TO, Series 26, and Series 63 representative.
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
SC
07/30/2021 - Present
PFS Investments Inc. (GREENVILLE SC)
BC
Issued 09/23/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/30/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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