Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Jon Reis is a financial advisor who has been in the industry since February 1991. Thomas is currently registered as an Investment Advisor Representative with PFS Investments Inc. Thomas is registered in 36 states and is also registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative. Thomas holds licenses in Series 6, Series 26, Series 63, and Series 65. Thomas also holds the Securities Industry Essentials (SIE) license. Thomas has a history of providing financial advice to individuals, corporations, and charitable organizations.
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
IA
05/19/2017 - Present
PFS Investments Inc. (URBANDALE IA)
IA
Issued 03/29/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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