Unclaimed
Deserie Pang is a registered representative with PFS Investments Inc. Deserie is licensed in California and Texas, and has been in the industry since May 2021. Deserie has passed the Series 6TO, SIE, and Series 63 exams. PFS Investments Inc. is a registered investment advisor with offices in Duluth, Georgia and Wisconsin Rapids, Wisconsin.
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
WI
05/12/2021 - Present
PFS Investments Inc. (WISCONSIN RAPID WI)
BC
Issued 06/23/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Deserie Pang is the right advisor for you? Invested Better is here to help.