Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lana? Claim Your ProfileLana Kay Wargo is a registered representative with PFS Investments Inc., a firm with offices in Duluth, Georgia and Smyrna, Georgia. Lana has been in the financial services industry since August 1997 and is registered in the state of Tennessee. Lana holds Series 6 and SIE licenses and is qualified to provide investment advice and sell securities.
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
01/03/2008 - Present
PFS Investments Inc. (SMYRNA GA)
GA
08/20/1997 - 12/31/2007
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 07/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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