Unclaimed
Lanzio Fecellie Jordan is a financial professional with over 15 years of experience in the industry. Lanzio is currently registered with PFS Investments Inc. and is located in Plano, Texas. Lanzio is licensed in several states including Mississippi, Texas, Georgia, Louisiana, Alabama, North Carolina and Florida. Prior to working with PFS Investments Inc., Lanzio worked with the firm in Duluth, Georgia and Jackson, Mississippi. Lanzio specializes in 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
TX
01/15/2014 - Present
PFS Investments Inc. (PLANO TX)
GA
02/13/2007 - 12/31/2008
PFS INVESTMENTS INC. (DULUTH GA)
MS
03/14/2006 - 12/31/2006
PFS INVESTMENTS INC. (JACKSON MS)
BC
Issued 01/17/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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