Unclaimed
Toni Fry is a financial advisor who is registered with the state of Ohio. Toni is associated with PFS Investments Inc. and has been in the industry since May 4, 2016. Toni has Series 6, SIE, and Series 26 licenses. Toni has experience working with individuals and corporations. Toni is also affiliated with Primerica Financial Services and Metropolis Popcorn.
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
05/24/2016 - Present
PFS Investments Inc. (BEACHWOOD OH)
BC
Issued 09/07/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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