Unclaimed
Roy Befferley Jeffers is a financial advisor registered with PFS Investments Inc. in Coral Springs, Florida. Roy has been in the financial industry since 1999. Roy is licensed to offer securities in Florida, New York and has passed the Uniform Investment Adviser Law Examination and the Uniform Securities Agent State Law Examination. Roy is experienced in providing portfolio management for individuals.
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
FL
12/16/2011 - Present
PFS Investments Inc. (CORAL SPRINGS FL)
BC
Issued 02/01/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/13/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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