Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Latishia? Claim Your ProfileLatishia Brown-robertson is a financial professional with PFS Investments Inc., a firm that manages over $8 billion in assets. Latishia is licensed to provide investment advice and is registered in Maryland and South Carolina. She is experienced in working with a wide range of clients, including high net worth individuals, corporations and individuals other than high net worth. Latishia is committed to providing her clients with personalized financial advice to meet their individual needs.
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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SC
01/07/2021 - Present
PFS Investments Inc. (WINNSBORO SC)
SC
08/27/2018 - 12/31/2020
PFS INVESTMENTS INC. (COLUMBIA SC)
BC
Issued 01/29/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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