Unclaimed
Todd Glenn Harrell is a financial advisor with PFS Investments Inc. Todd has been in the financial services industry since February 2004. He is registered to provide investment advice in Michigan and Texas. Todd is a Series 6, 63 and 65 licensed advisor who has been with PFS Investments Inc. since January 2004. Todd is also licensed to sell investment-related products for other companies affiliated with 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
MI
05/24/2024 - Present
PFS Investments Inc. (PORTAGE MI)
IA
Issued 07/08/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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