Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Holbert is an investment advisor representative at PFS Investments Inc. Wesley Holbert has been in the financial services industry since 2003. Wesley Holbert works in the Cincinnati branch of the PFS Investments Inc. Wesley Holbert is registered with FINRA and has a Series 63 license. Wesley Holbert is also registered with the state of Ohio as an investment advisor representative. Wesley Holbert has experience with individuals, corporations and other businesses, and charitable organizations.
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
OH
06/26/2014 - Present
PFS Investments Inc. (CINCINNATI OH)
OH
01/02/2008 - 12/31/2011
PFS INVESTMENTS INC. (WORTHINGTON OH)
GA
01/28/2002 - 12/31/2007
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 10/21/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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