Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Simon? Claim Your ProfileSimon Harris is a registered representative with PFS Investments Inc. Simon has been working in the financial services industry since 2018. Simon is currently licensed in Ohio. Simon is a Series 6 and SIE licensed advisor. Simon has previously worked at PFS INVESTMENTS INC. in WEST CHESTER, OH.
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
KY
04/09/2024 - Present
PFS Investments Inc. (FT WRIGHT KY)
OH
03/01/2018 - 12/31/2023
PFS INVESTMENTS INC. (WEST CHESTER OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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