Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erica? Claim Your ProfileErica Smith is a financial advisor with PFS Investments Inc., a company that offers investment advice and portfolio management services to individuals, businesses, and charitable organizations. Erica is registered with FINRA and has been in the financial industry since July 2018. She has passed the Series 6, Series 63, and SIE exams. Erica's focus is on providing investment advice to clients, helping them to reach their financial goals.
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
OK
07/19/2018 - Present
PFS Investments Inc. (EDMOND OK)
BC
Issued 08/04/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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