Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elana? Claim Your ProfileElana Charmaine Emerson perry is an investment advisor representative with PFS Investments Inc., and has been in the industry since April 2021. Elana has a Series 63, a Series 6TO, and a SIE license. Elana is registered with the state of Colorado, North Carolina, and Texas. Elana specializes in advising individuals. PFS Investments Inc. is a firm that provides portfolio management services to individuals.
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
CO
04/03/2021 - Present
PFS Investments Inc. (COLORADO SPRINGS CO)
BC
Issued 06/12/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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