Unclaimed
Zachary Barnes is a financial advisor with PFS Investments Inc., a financial services firm based in Duluth, Georgia. Zachary has been in the financial services industry since 2012 and is registered to provide investment advice and securities-related services in five states: Maryland, District of Columbia, North Carolina, Virginia, and Georgia. Zachary's experience and qualifications include the Series 6, Series 6TO, Series 63, and SIE exams. Zachary's focus is on helping individuals build and manage their investment portfolios.
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
GA
11/09/2020 - Present
PFS Investments Inc. (WEST POINT GA)
MD
11/19/2012 - 04/21/2015
PFS INVESTMENTS INC. (GREENBELT MD)
BC
Issued 03/29/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/29/2020
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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