Unclaimed
Dennis Vaillant is an investment professional with over 30 years of experience in the financial services industry. Dennis is currently registered with PFS Investments Inc. and is licensed in 12 states, including Florida, Georgia, and Texas. Dennis has a wide range of experience in the financial services industry, including investment company products and variable contracts. Dennis holds a Series 6, Series 26, and Series 63 license. Dennis is committed to providing clients with personalized financial advice and investment solutions.
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
FL
08/17/1992 - Present
PFS Investments Inc. (TAMPA FL)
GA
06/17/1987 - 12/31/1988
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BC
Issued 08/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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