Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brianna? Claim Your ProfileBrianna Courtney Puente is a financial advisor who specializes in portfolio management for individuals. Brianna has been in the industry for several years, and has experience with PFS Investments Inc. Brianna is licensed in California and holds the Series 63, Series 26, and Series 6TO exams, as well as the SIE.
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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GA
01/25/2023 - Present
PFS Investments Inc. (DULUTH GA)
CA
02/18/2021 - 01/23/2023
PFS INVESTMENTS INC. (FRESNO CA)
BC
Issued 04/09/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/18/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/09/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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