Unclaimed
Thomas Kohlrust is an investment advisor representative who has been in the industry since 2018. Thomas is currently registered with PFS Investments Inc. and has offices in Duluth, GA. Thomas has licenses for both securities and investment advisory services, and has a broad range of experience in financial planning and portfolio management. His goal is to help individuals, families, and businesses build a solid financial foundation and reach their financial goals.
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
GA
02/06/2023 - Present
PFS Investments Inc. (DULUTH GA)
IA
Issued 04/23/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2023
Series 24 - General Securities Principal Examination
BC
Issued 05/21/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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