Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Smiley is a financial professional with PFS Investments Inc., a firm headquartered in Duluth, Georgia. Philip has over 2 years of experience in the financial services industry. Philip is licensed to offer investment advice in Indiana. Philip has successfully completed the Series 63, Series 6TO and SIE exams. Philip specializes in providing investment advice and portfolio management services to individuals.
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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IN
06/24/2024 - Present
PFS Investments Inc. (INDIANAPOLIS IN)
BC
Issued 08/12/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/21/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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