Unclaimed
Latarsia Gray is a financial professional registered with PFS Investments Inc. and has been in the industry since July 28, 2021. Latarsia has a Series 63, Series 26 and Series 6TO licenses.
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.
1
2
MD
07/29/2021 - Present
PFS Investments Inc. (PARKVILLE MD)
BC
Issued 09/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/29/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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