Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Levy is a financial advisor with PFS Investments Inc. Trevor has been working in the financial industry since 1988. Trevor specializes in Series 6, Series 63 and SIE products and services. Trevor is registered in Florida and Georgia. PFS Investments Inc. is a financial services firm that provides investment advisory and brokerage services. The firm's main office is located in Duluth, Georgia. PFS Investments Inc. has over 3,500 licensed agents and registered representatives. The firm serves individuals, businesses, and charitable organizations. PFS Investments Inc. has over $8 billion in assets under management.
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
FL
03/09/1988 - Present
PFS Investments Inc. (CORAL SPRINGS FL)
BC
Issued 01/13/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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