Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrence? Claim Your ProfileTerrence Lee Pearson is a financial advisor with PFS Investments Inc. registered with FINRA. He holds the Series 6, Series 26 and Series 63 licenses. Terrence has been in the industry since December 2008, having joined PFS Investments Inc. in 2008. Terrence primarily focuses on providing portfolio management for individuals and specializes in Investment Company Products/Variable Contracts.
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
NY
12/19/2008 - Present
PFS Investments Inc. (NEW YORK NY)
BC
Issued 10/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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