Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thaddeus? Claim Your ProfileThaddeus Henry Podmokly is a registered investment advisor representative with PFS Investments Inc. Thaddeus has been in the financial services industry since May 1997. Thaddeus is licensed to provide investment advice in Michigan and Ohio and is registered with the state of Michigan as an Investment Adviser Representative. Thaddeus has held a Series 6, Series 63, Series 26, and Series 65 license. In addition to his investment advisory services, Thaddeus is also licensed to sell insurance products.
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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MI
08/21/2018 - Present
PFS Investments Inc. (TROY MI)
IA
Issued 06/25/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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