Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kusum? Claim Your ProfileKusum Lata Pratap is a registered representative with PFS Investments Inc. in Fremont, CA. Kusum Lata Pratap has been in the securities industry since May 2007. She holds a Series 6, Series 26, and Series 63 license, as well as the SIE exam. Her registration with PFS Investments Inc. began on May 2, 2007.
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
CA
05/02/2007 - Present
PFS Investments Inc. (FREMONT CA)
BC
Issued 03/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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