Thomas
Seroogy
Pfs Investments Inc
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About this Advisor
Thomas Seroogy is a financial advisor based in Billings, Montana, working with Pfs Investments Inc. Thomas has previously held positions at Security Technical Institute, Primerica Financial Services, Pfs Investments Inc, Thomas G. Seroogy, Choteau High School, H&R Block, H.S. Bald Enterprises, Primerica, Jackson Hewitt, Billings Public Schools, Intuit, and Heart Butte High School. Thomas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Montana. Currently, Thomas is part of Pfs Investments Inc, which operates out of Billings, Montana. The firm has 1,704 offices and 3,590 employees. The firm manages assets totaling $8.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Pfs Investments Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pfs Investments Inc Brokerage Details
$8,461,983,895
3,590
59,808
$141,486
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Thomas Seroogy Work History
Intuit
Billings Public Schools
Pfs Investments Inc
Thomas G. Seroogy
Primerica Financial Services
Jackson Hewitt
H&R Block
Heart Butte High School
Choteau High School
H.S. Bald Enterprises
Primerica
Pfs Investments Inc
Security Technical Institute
Disclosures
Please visit the SEC profile of Thomas Seroogy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
