Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauri? Claim Your ProfileLauri Ann Bumann is a registered representative with PFS Investments Inc. Lauri has been in the securities industry since March 3, 2013. Lauri has passed the Securities Industry Essentials Examination and the Investment Company Products/Variable Contracts Representative Examination. Lauri has been registered with the state of Colorado since March 6, 2013.
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
CO
03/04/2013 - Present
PFS Investments Inc. (COLORADO SPRINGS CO)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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