Unclaimed
Desiray Evon Francis is a registered representative and investment advisor representative with PFS Investments Inc., a firm that has been serving clients since 2010. Desiray's primary focus is on providing financial advice to individuals, and she has a particular interest in working with clients who are approaching retirement. Desiray has been in the securities industry since September 2018 and has a strong understanding of the market.
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
09/07/2018 - Present
PFS Investments Inc. (HOUSTON TX)
BC
Issued 09/28/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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