Unclaimed
Amanda Rae Smith is a Registered Representative with PFS Investments Inc. Amanda has been in the securities industry since 2019 and holds licenses in multiple states including Texas, California, Louisiana, and Oklahoma. Amanda has passed multiple securities exams including Series 63, Series 65, Series 26, and Series 6TO. Amanda is also registered as an Investment Advisor Representative (IAR) in Texas.
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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TX
10/14/2021 - Present
PFS Investments Inc. (DALLAS TX)
IA
Issued 10/04/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/04/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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