Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Lyn is a financial professional with over 20 years of experience in the industry. Anna is currently registered with PFS Investments Inc. and has been with the firm since January 2014. Anna has a Series 6, Series 7, and Series 63 license. Anna previously worked at INVESTEC ERNST & COMPANY. Anna is dedicated to helping clients achieve their financial goals.
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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NY
01/28/2014 - Present
PFS Investments Inc. (REGO PARK NY)
NY
04/26/2000 - 05/18/2001
INVESTEC ERNST & COMPANY (NEW YORK NY)
BC
Issued 05/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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