Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randy? Claim Your ProfileRandy James Wagner is a financial advisor with PFS Investments Inc. Randy has been in the financial services industry since 2007 and has a strong track record of providing sound financial advice to his clients. He is a Series 6 and Series 63 licensed representative, and holds the SIE designation. Randy is also registered with the states of California, Iowa, Nebraska, and Washington. He specializes in helping individuals build and manage their portfolios. PFS Investments Inc. is a full-service financial firm that offers a wide range of financial services, including investment management, retirement planning, and insurance. The firm has been in business for over 20 years and is committed to providing its clients with personalized and professional financial advice.
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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IA
02/16/2010 - Present
PFS Investments Inc. (URBANDALE IA)
GA
04/17/2006 - 07/03/2008
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 07/18/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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