Unclaimed
Samir Qureshi is a financial advisor at PFS Investments Inc. Samir has been in the industry since 2005 and has a Series 6, Series 26, Series 63 and SIE licenses. Samir's specialties include variable annuities and mutual funds. Samir is registered to provide financial advice in 17 states.
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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2
VA
02/12/2008 - Present
PFS Investments Inc. (VIENNA VA)
GA
06/30/2005 - 12/31/2007
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 05/25/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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