Unclaimed
Lakhwinder Singh is a financial professional registered with PFS Investments Inc. Lakhwinder has been in the industry since 2007. Lakhwinder is registered in California and Nevada and has a Series 6, Series 26 and Series 63 license. Lakhwinder specializes in providing 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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2
CA
05/25/2007 - Present
PFS Investments Inc. (MODESTO CA)
BC
Issued 04/28/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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