Unclaimed
Thomas Kunz is a financial advisor at PFS Investments Inc. Thomas has been in the industry since 1989 and holds the following licenses and certifications: Series 6, Series 63, Series 26, and Series 65. Thomas is registered to provide investment advice in several states including Arizona, Delaware, Florida, Georgia, Kentucky, Maryland, Michigan, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, and Virginia. Thomas specializes in portfolio management for individuals and also offers investment-related products and services.
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
NJ
07/22/2011 - Present
PFS Investments Inc. (BRICK NJ)
IA
Issued 03/11/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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