Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Doreen? Claim Your ProfileDoreen Elizabeth Lyles is a financial professional with over two decades of experience in the financial services industry. She currently holds a Series 6, Series 63, Series 26 and Series 6TO licenses. She is registered with PFS Investments Inc. in Texas and has been with the firm since 2020. Her background includes providing investment advice to a wide range of clients, including individuals, corporations and charitable organizations.
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
11/30/2020 - Present
PFS Investments Inc. (AUSTIN TX)
GA
04/30/2002 - 12/31/2005
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 03/29/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/28/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/21/2020
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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