Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelanie? Claim Your ProfileKelanie Taylor is a registered representative with PFS Investments Inc. Kelanie is licensed to conduct business in Virginia. Kelanie holds the Series 63, Series 6TO and SIE licenses. Kelanie has been in the financial services industry since March 1, 2024. PFS Investments Inc. provides 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.
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VA
03/02/2024 - Present
PFS Investments Inc. (RICHMOND VA)
BC
Issued 05/03/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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