Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas William Roland is a financial advisor registered with PFS Investments Inc. Thomas William Roland is licensed to provide investment advice and sell securities in the state of Texas. He has been in the industry since 2015. Thomas William Roland specializes in investment company products and variable contracts, and has passed the Series 6, SIE, and Series 63 exams. He is also registered with FINRA and the state of Texas. PFS Investments Inc. is a financial advisory firm with offices in Duluth, GA. The firm has over 3,500 employees, and manages over $8.4 billion in assets. The firm provides a variety of financial advisory services, including portfolio management for individuals, corporations, and other entities.
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.
1
2
TX
09/16/2015 - Present
PFS Investments Inc. (HOUSTON TX)
BC
Issued 09/29/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Roland is the right advisor for you? Invested Better is here to help.
