Unclaimed
Philip Murad is an investment advisor representative at PFS Investments Inc. Philip has been working in the financial services industry since 2007, specializing in investment company products/variable contracts. Philip is licensed in Texas and holds the Series 6 and Series 63 securities licenses. Philip has been employed by PFS Investments Inc. since 2012. PFS Investments Inc. is a Registered Investment Advisor that specializes in providing portfolio management for 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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2
TX
01/21/2020 - Present
PFS Investments Inc. (HOUSTON TX)
TX
01/10/2019 - 12/31/2019
PFS INVESTMENTS INC. (STAFFORD TX)
TX
04/26/2012 - 12/31/2018
PFS INVESTMENTS INC. (STAFFORD TX)
TX
01/03/2008 - 12/31/2010
PFS INVESTMENTS INC. (HOUSTON TX)
GA
04/25/2007 - 12/31/2007
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 04/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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