Unclaimed
Ghaniyya Lutfi is an active investment advisor representative associated with PFS Investments Inc. and is registered in multiple states. Ghaniyya has been active in the financial industry since August 16, 2022. Ghaniyya has a diverse background, including experience in the education sector and financial services, with experience in the investment company products/variable contracts space.
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
TX
02/28/2024 - Present
PFS Investments Inc. (HOUSTON TX)
IA
Issued 02/07/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/17/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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