Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Kingsley is a financial professional with over 25 years of experience in the investment industry. Thomas is currently registered with PFS Investments Inc. Thomas is licensed in New York and North Carolina and has passed the Series 6, 26, 63, and 65 examinations. Thomas has a broad range of experience, and expertise, in providing investment advice and financial planning services to a variety of clients.
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
NY
08/03/2021 - Present
PFS Investments Inc. (CANANDAIGUA NY)
IA
Issued 04/11/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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