Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diane? Claim Your ProfileDiane Medeiros is a financial advisor with PFS Investments Inc., a firm with a strong presence in both Broker-Dealer and Investment Advisor services. Diane has been active in the financial industry since 1989 and has experience with both financial planning and portfolio management. Her dedication to helping clients achieve their financial goals is evident in her long-standing career in the industry.
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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TX
04/03/1992 - Present
PFS Investments Inc. (HOUSTON TX)
GA
11/14/1988 - 07/05/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BC
Issued 11/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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