Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roy? Claim Your ProfileRoy A. Grant is a registered investment advisor representative with PFS Investments Inc. located in Valley Stream, New York. Roy has been in the industry since 2002. He has been registered with PFS Investments Inc. since 2021. Roy's other business activities include sales of investment-related products for companies affiliated with PFS Investments Inc. He may also receive non-investment-related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. for part-time referrals of home security and automation products, as well as other home-related services.
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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NY
08/03/2021 - Present
PFS Investments Inc. (VALLEY STREAM NY)
NY
07/08/2002 - 12/31/2009
PFS INVESTMENTS INC. (GLENDALE NY)
BC
Issued 10/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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