Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Loftin is an Investment Advisor Representative at PFS Investments Inc. based in Bethel, Connecticut. Thomas joined PFS Investments Inc. in December 2022. Thomas is a registered Investment Advisor Representative in Connecticut and has Series 63 and 65 licenses. He is also licensed to sell investment company products/variable contracts (Series 6TO) and has passed the Securities Industry Essentials Examination (SIE). Thomas has extensive experience in the financial services industry and is committed to providing clients with personalized financial advice and solutions.
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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CT
07/25/2023 - Present
PFS Investments Inc. (BETHEL CT)
IA
Issued 07/03/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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