Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erika? Claim Your ProfileErika Terry is a registered representative with PFS Investments Inc., based in Casper, WY. Erika holds Series 6TO and SIE licenses and has been in the financial services industry since July 8, 2024. She is a member of the Financial Industry Regulatory Authority (FINRA). Erika's firm, PFS Investments Inc., is a leading provider of investment advisory services, with a focus on portfolio management for 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.
1
2
WY
07/09/2024 - Present
PFS Investments Inc. (CASPER WY)
BC
Issued 07/08/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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