Unclaimed
Stephen Thomas Prestridge is a financial advisor at PFS Investments Inc. located in TYLER, TX. Stephen has been in the industry since 2015 and holds a Series 6 and Series 63 license. Previously, Stephen was a registered representative at J.P. MORGAN SECURITIES LLC. Stephen's current registration is with FINRA and the state of Texas.
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.
1
2
TX
03/09/2017 - Present
PFS Investments Inc. (TYLER TX)
TX
01/16/2015 - 12/20/2016
J.P. MORGAN SECURITIES LLC (TYLER TX)
BC
Issued 01/29/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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