Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sunny? Claim Your ProfileSunny Jason Reed is a registered investment advisor representative with PFS Investments Inc. Sunny is licensed in Ohio, California, District of Columbia, Florida, Georgia, Kentucky, Maryland, Missouri, New York, South Carolina, Tennessee, Texas, and Wisconsin. Sunny has been in the financial industry since 2022.
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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OH
04/25/2023 - Present
PFS Investments Inc. (Worthington OH)
IA
Issued 03/31/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/30/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/30/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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