Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lailanie? Claim Your ProfileLailanie Rasalan Carlos is an investment advisor representative who has been in the securities industry since September 2014. Lailanie holds the Series 6, Series 63, SIE, and Series 26 licenses. Lailanie is currently registered in 15 states, including California, Colorado, Delaware, District of Columbia, Florida, Illinois, Indiana, Maryland, New Jersey, New York, North Carolina, South Carolina, Texas, Virginia, and Washington. Lailanie is currently employed with PFS Investments Inc. and specializes in investment company products and variable contracts.
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
09/03/2014 - Present
PFS Investments Inc. (KATY TX)
BC
Issued 02/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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