Unclaimed
Lhauni Jean McMichael is a financial professional with experience in the investment industry. Lhauni is currently registered with PFS Investments Inc. in Loveland, Colorado. Lhauni has passed both the Investment Company Products/Variable Contracts Representative Examination and the Securities Industry Essentials Examination. Lhauni is a dedicated financial professional with experience and a commitment to helping clients meet their financial goals.
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
CO
05/13/2024 - Present
PFS Investments Inc. (LOVELAND CO)
BC
Issued 05/11/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/23/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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