Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tim? Claim Your ProfileTim Leroy Swainston has been in the financial services industry since 1986. Tim is registered to provide securities and investment advisory services through PFS Investments Inc. in Colorado, Idaho, Texas, and Utah. Tim has a long history of experience in financial services, including investment products and financial planning. Tim also provides referrals for home security and automation products through a co-located affiliate of PFS Investments Inc.
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
ID
06/08/2012 - Present
PFS Investments Inc. (POCATELLO ID)
IA
Issued 06/01/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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