Unclaimed
Randy Barnum is a registered investment advisor representative with PFS Investments Inc. Randy has been in the financial industry since 2018 and has a Series 6, Series 63, and Series 65 license. Randy also holds the Securities Industry Essentials (SIE) exam designation. Randy is registered to offer securities in the states of New York and Tennessee. Randy's areas of expertise include financial planning and portfolio management. Randy has worked for PFS Investments Inc. since 2018. Randy also has experience with Primerica Financial Services and Barnum Enterprises.
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
NY
06/06/2023 - Present
PFS Investments Inc. (BUFFALO NY)
IA
Issued 09/24/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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