Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Lamb is a registered investment advisor representative with PFS Investments Inc. Cheryl has been in the financial services industry since April 2018. Cheryl is registered in Texas and holds the Series 6, Series 63, and Series 65 licenses as well as the SIE exam. In addition to working with PFS Investments Inc., Cheryl may receive non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. for the sale of loan products, home security and automation products, and other home related services.
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
08/06/2020 - Present
PFS Investments Inc. (MANSFIELD TX)
IA
Issued 07/28/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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