Unclaimed
Tommy Feng is a financial professional with PFS Investments Inc., registered to provide investment advice in New York, New Jersey, and California. Tommy has been in the industry since 2014 and holds the Series 6 and Series 63 licenses as well as the Securities Industry Essentials (SIE) exam. Tommy has over 8 billion dollars under management and works primarily with high-net-worth individuals, as well as individuals other than high-net-worth, charitable organizations, and corporations or other businesses.
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
NY
12/27/2014 - Present
PFS Investments Inc. (NYC NY)
BC
Issued 01/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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