Unclaimed
Kevin Lanzing is an investment advisor representative registered with PFS Investments Inc. Kevin's firm offers a range of advisory services including portfolio management for individuals. Kevin has a strong understanding of the financial markets and is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals. Kevin has been in the financial services industry for over two years. Kevin has passed the Series 6TO, SIE and Series 26 exams. Kevin is currently registered with the state of Georgia.
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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GA
11/19/2024 - Present
PFS Investments Inc. (DULUTH GA)
BC
Issued 12/12/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/01/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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