Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tejas? Claim Your ProfileTejas Thakkar is a financial advisor with PFS Investments Inc. Tejas is based in LAKE ZURICH, IL and has been in the industry since December 2019. Tejas is registered with FINRA as a registered representative and holds the Series 63, Series 6TO, and SIE licenses. Tejas is also registered in the state of Illinois. PFS Investments Inc. specializes in portfolio management for individuals and has approximately $8.5 billion in assets under management.
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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IL
12/23/2019 - Present
PFS Investments Inc. (LAKE ZURICH IL)
BC
Issued 05/04/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/21/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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