Unclaimed
Reid Burns is an investment advisor representative at PFS Investments Inc. with over 10 years of experience in the financial services industry. Reid is licensed to provide investment advice and services in Massachusetts. Reid holds Series 6, 63, 26 and 65 securities licenses. Reid has a Series SIE certification and has completed the Investment Company Products/Variable Contracts Representative Examination.
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
MA
03/26/2024 - Present
PFS Investments Inc. (NEW BEDFORD MA)
MA
07/02/2012 - 12/31/2022
PFS INVESTMENTS INC. (NEW BEDFORD MA)
IA
Issued 04/17/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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