Unclaimed
Curtasia Marie Lenton is a registered representative with PFS Investments Inc. Curtasia has been in the securities industry since 2015 and has been registered with PFS Investments Inc. since 2016. Curtasia is licensed in Arkansas, Florida, Maryland, Mississippi, New York, Texas, and Virginia. Curtasia holds the Series 6, SIE, and Series 63 securities licenses. Curtasia specializes in providing investment advice and portfolio management for individuals.
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.
1
2
TX
01/26/2016 - Present
PFS Investments Inc. (ALLEN TX)
TX
04/03/2015 - 12/31/2015
PFS INVESTMENTS INC. (DALLAS TX)
BC
Issued 04/28/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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