Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reginald? Claim Your ProfileReginald Jerrard Green is an active investment advisor representative registered with PFS Investments Inc. located in SUGAR LAND, TX. Reginald is a licensed investment advisor representative for over 15 years and has been with PFS Investments Inc. since 2006. Reginald has his Series 6, 26, and 63 licenses, as well as his SIE license. He is also registered in 15 states. Reginald specializes in portfolio management for individuals and has over 8 billion dollars in assets under management.
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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TX
07/14/2006 - Present
PFS Investments Inc. (SUGAR LAND TX)
GA
12/17/2003 - 12/31/2005
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 01/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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