Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roderick? Claim Your ProfileRoderick Keith Duncan is an investment advisor representative registered with PFS Investments Inc. in Stafford, Texas. Roderick has been active in the financial services industry since 2018. Roderick holds Series 6 and SIE licenses and is registered in Texas and Louisiana. Roderick specializes in providing investment advice to individual clients. PFS Investments Inc. is a registered investment advisor with a strong reputation for providing personalized financial planning and investment management services to individuals and businesses.
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
01/26/2019 - Present
PFS Investments Inc. (STAFFORD TX)
TX
11/27/2018 - 12/31/2018
PFS INVESTMENTS INC. (HOUSTON TX)
BC
Issued 05/19/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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