Unclaimed
Torey Staten is a financial professional with experience in the financial services industry since August 2014. Torey is registered with PFS Investments Inc. and is licensed to offer securities and investment advisory services in Florida, Kansas, Mississippi, Missouri, Oklahoma and Texas. Torey has a Series 6, Series 26 and Series 63 license and has passed the SIE exam. Torey primarily focuses on providing portfolio management for individuals.
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
MS
08/16/2014 - Present
PFS Investments Inc. (D'IBERVILLE MS)
BC
Issued 09/20/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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