Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Thomas Szekely is a financial professional with over 15 years of experience in the industry. Scott is currently registered with PFS Investments Inc. and has held licenses with them since 2006. Scott has a Series 6 and Series 63 license, along with a Securities Industry Essentials Examination (SIE) designation. Scott is registered in 10 states and specializes in portfolio management for individuals. Scott has been with PFS Investments Inc. in their Portage, MI office since 2015.
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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MI
08/31/2015 - Present
PFS Investments Inc. (PORTAGE MI)
MI
02/22/2006 - 12/31/2009
PFS INVESTMENTS INC. (PORTAGE MI)
GA
04/26/2004 - 02/07/2006
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 06/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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