Unclaimed
Tobias Matthew Jones is a registered representative of PFS Investments Inc. Tobias has been in the securities industry since March 4, 2009. Tobias holds the Series 6 and SIE licenses and has been registered with the state of Ohio since January 24, 2013. In addition to investment-related products, Tobias may also receive non-investment-related compensation from Primerica Mortgage, LLC and Primerica Client Services, 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.
1
2
OH
10/03/2017 - Present
PFS Investments Inc. (CENTERVILLE OH)
OH
02/10/2009 - 12/31/2012
PFS INVESTMENTS INC. (MIAMISBURG OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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