Unclaimed
June Lyle is a registered representative of PFS Investments Inc. and has been in the financial services industry since May 12, 2008. June Lyle is registered with the state of Louisiana as a Broker/Dealer and Investment Advisor Representative, and also holds a Texas Investment Advisor Representative registration. June Lyle has offices located in Baton Rouge, Louisiana. June Lyle's areas of expertise include investment-related products. June Lyle also may receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. for referrals of home security and automation products.
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
LA
03/13/2023 - Present
PFS Investments Inc. (BATON ROUGE LA)
IA
Issued 01/22/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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