Unclaimed
Deborah A. Iannelli is a licensed securities professional associated with PFS Investments Inc. in LEHI, UT. Deborah has passed the Series 6TO, SIE, and Series 63 exams and is registered to conduct business in Florida and New Jersey. Deborah has been working in the industry since August 15, 2023, and is currently employed by PFS Investments Inc.
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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2
UT
08/16/2023 - Present
PFS Investments Inc. (LEHI UT)
BC
Issued 09/22/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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