Unclaimed
Thomas Kelly is a registered representative with PFS Investments Inc. Thomas has been in the industry since 2001 and holds the Series 7, 66, 63, SIE, and 6TO licenses. Thomas is currently registered in Alabama and Mississippi and is based in Niceville, Florida.
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
FL
01/04/2022 - Present
PFS Investments Inc. (NICEVILLE FL)
FL
03/16/2019 - 12/31/2021
PFS INVESTMENTS INC. (NICEVILLE FL)
GA
07/19/2001 - 12/03/2002
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
BC
Issued 03/29/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/02/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/22/2019
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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