Unclaimed
Lina Shank is a registered representative with PFS Investments Inc., with a Series 6TO, Series 63 and SIE license. Lina is located in Albuquerque, New Mexico. Lina has been in the securities industry since February 10, 2023. Lina specializes in offering 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.
1
2
NM
02/11/2023 - Present
PFS Investments Inc. (ALBUQUERQUE NM)
BC
Issued 03/15/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/31/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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