Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Simon? Claim Your ProfileSimon Kinsinger is a registered investment advisor representative with PFS Investments Inc. Simon is also registered as a securities agent in Virginia, North Carolina, and West Virginia. Simon has been in the financial services industry since April of 2021. Simon holds the Series 63, Series 65, and Series 6TO licenses and is also SIE certified. In addition to offering investment advisory services, Simon also provides financial planning services and may receive compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. for part-time referrals of home security and automation products, as well as other home related services.
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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VA
10/31/2023 - Present
PFS Investments Inc. (BLACKSBURG VA)
IA
Issued 10/19/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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