Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyron? Claim Your ProfileKyron Rassean Lee is an Investment Advisor Representative with PFS Investments Inc. Kyron joined the company in February 2017. Kyron is registered with the state of Texas and has a Series 63, Series 65, and Series 6TO licenses. Kyron also holds the SIE Exam certification. Kyron has been active in the financial industry since 2019 and is committed to providing comprehensive financial guidance to clients. Kyron has experience in portfolio management for individuals and is dedicated to helping clients achieve their financial goals.
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
08/14/2024 - Present
PFS Investments Inc. (SAN ANTONIO TX)
IA
Issued 07/20/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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