Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scot? Claim Your ProfileScot McConnaughay is a registered representative with PFS Investments Inc., licensed to sell securities in Colorado. Scot has worked in the financial services industry for over 5 years and has held positions with PFS Investments Inc. in Greeley, Colorado since 2018. Scot has passed the Series 6, Series 63 and SIE exams and is qualified to offer investment advice and securities products in this state.
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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CO
01/09/2024 - Present
PFS Investments Inc. (GREELEY CO)
CO
01/11/2022 - 12/31/2023
PFS INVESTMENTS INC. (GREELEY CO)
CO
03/26/2018 - 12/31/2021
PFS INVESTMENTS INC. (GREELEY CO)
BC
Issued 10/11/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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