Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frances? Claim Your ProfileFrances Lantery is an investment advisor representative with PFS Investments Inc. Frances has been in the industry since August 31, 2000, and has a Series 6, Series 63 and SIE license. Frances is registered with the state of Ohio as an investment advisor representative. Frances currently works out of the North Royalton, Ohio office of PFS Investments Inc.. Frances has specialized in the investment needs of high net worth individuals, charitable organizations, and corporations.
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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OH
04/17/2012 - Present
PFS Investments Inc. (NORTH ROYALTON OH)
BC
Issued 04/06/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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