Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lonnie? Claim Your ProfileLonnie Poole is a registered representative with PFS Investments Inc. Lonnie has been in the securities industry since February 19, 2001. Lonnie is registered in 12 states, including Alabama, Arkansas, California, Florida, Georgia, Michigan, Minnesota, New York, North Dakota, Ohio, Pennsylvania and Virginia. Lonnie holds the Series 6, Series 26 and Series 63 licenses. Lonnie has extensive experience in the investment industry and is committed to providing clients with personalized financial advice. Lonnie is located in Montgomery, Alabama.
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
AL
02/20/2001 - Present
PFS Investments Inc. (MONTGOMERY AL)
BC
Issued 11/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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