Unclaimed
Roderick Gist is a financial advisor who has been in the industry since 2000. Roderick has been associated with PFS Investments Inc. for over 13 years. Roderick is registered with FINRA, the state of Louisiana, and the state of Texas.
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.
1
2
TX
01/19/2010 - Present
PFS Investments Inc. (HOUSTON TX)
TX
10/29/2007 - 12/31/2009
PFS INVESTMENTS INC. (HOUSTON TX)
TX
12/12/2005 - 12/31/2006
PFS INVESTMENTS INC. (HOUSTON TX)
GA
06/04/2004 - 12/31/2004
PFS INVESTMENTS INC. (DULUTH GA)
GA
03/28/2000 - 12/31/2003
PFS INVESTMENTS INC. (DULUTH GA)
GA
02/26/1997 - 05/05/1999
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 10/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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