Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lloyd? Claim Your ProfileLloyd Dell Phelps is a financial advisor with PFS Investments Inc., a firm with a strong track record of providing investment advice to a wide range of clients. Lloyd has a combined 18 years of experience in the financial industry, working with clients in both Logan and South Jordan. Lloyd holds the Series 6, 6TO, and SIE licenses and has earned his Utah securities license. Lloyd provides financial and investment advisory services to individuals and corporations.
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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UT
03/07/2022 - Present
PFS Investments Inc. (LOGAN UT)
UT
04/19/2004 - 12/31/2005
PFS INVESTMENTS INC. (SOUTH JORDAN UT)
BC
Issued 03/14/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/21/2022
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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