Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Alaric Abeyta is a financial professional with over 10 years of experience in the financial services industry. Terry has been with PFS Investments Inc. since 2013, and has experience providing investment advice and portfolio management to individual clients. Terry is a Registered Representative (Series 6 and Series 63) and an Investment Advisor Representative (Series 65). Terry holds a Series 26 license. Terry is also a registered in Arizona, Colorado, New Mexico and Washington. Terry works in PFS Investments Inc.'s Huntersville, NC branch office and is dedicated to providing excellent service and personalized financial guidance.
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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NC
12/05/2016 - Present
PFS Investments Inc. (HUNTERSVILLE NC)
IA
Issued 08/03/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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