Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reed? Claim Your ProfileReed Monegan is a financial advisor with PFS Investments Inc. He has been in the industry since February 4, 2022. Reed holds Series 63 and Series 65 licenses and has passed the SIE and Series 6TO exams. Reed is registered in North Carolina. He specializes in portfolio management for individuals. Reed focuses on helping individuals reach their financial goals through customized investment strategies.
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
NC
02/05/2022 - Present
PFS Investments Inc. (CHARLOTTE NC)
IA
Issued 11/07/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/20/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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