Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel T. Templeton is a financial advisor with over 16 years of experience in the industry. Samuel is registered with PFS Investments Inc. in Watkinsville, Georgia. Samuel Templeton has Series 6, Series 63, and Series 65 licenses, as well as the SIE exam. Samuel has an active registration with both the state of Georgia and Texas. Samuel can provide investment advice for individual clients, as well as corporations, and high-net-worth 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.
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GA
01/30/2019 - Present
PFS Investments Inc. (WATKINSVILLE GA)
IA
Issued 04/10/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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