Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Davis is a registered investment advisor with PFS Investments Inc. Roger has been in the industry since 2020 and is registered to provide investment advice in Mississippi and Texas. Roger has passed the Series 63, Series 6TO and SIE exams. PFS Investments Inc. specializes in portfolio management for individuals and offers a variety of other advisory services, including financial planning, market timing services, and educational seminars.
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
11/16/2020 - Present
PFS Investments Inc. (HARKER HEIGHTS TX)
BC
Issued 11/20/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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