Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Breanna? Claim Your ProfileBreanna McNeal is a financial professional with PFS Investments Inc., a firm that manages over $8 billion in assets. Breanna is registered with FINRA and has been in the industry since 2019. Breanna's specializations include fixed annuities and is licensed in 12 states.
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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LA
01/25/2021 - Present
PFS Investments Inc. (MONROE LA)
LA
06/08/2019 - 12/31/2020
PFS INVESTMENTS INC. (WEST MONROE LA)
BC
Issued 06/10/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/08/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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