Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ted? Claim Your ProfileTed James Perry is a financial advisor registered with PFS Investments Inc. Ted is registered with the state of Texas as a Registered Representative and an Investment Advisor Representative. Ted has been in the financial industry since 2002. Ted holds the Series 6, Series 63, and Series 65 licenses as well as the SIE exam. Ted's prior experience includes working with Primerica Financial Services, Fiesta Mart, Inc., and PFS Investments Inc. Ted is a financial advisor who focuses on the sale of investment-related products for companies affiliated with PFS Investments Inc.
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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TX
11/29/2011 - Present
PFS Investments Inc. (MESQUITE TX)
IA
Issued 10/21/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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