Unclaimed
Lonnie Ray Pelton is a financial professional with over 29 years of experience in the industry. Lonnie is currently registered with PFS Investments Inc. in SAN ANTONIO, TX. Lonnie's previous experience includes roles at PFS Investments Inc. in TEXARKANA, TX, and DULUTH, GA. Lonnie specializes in Investment Company Products/Variable Contracts.
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
TX
03/30/2021 - Present
PFS Investments Inc. (SAN ANTONIO TX)
TX
05/06/2016 - 12/04/2019
PFS INVESTMENTS INC. (TEXARKANA TX)
TX
01/28/2013 - 12/31/2014
PFS INVESTMENTS INC. (TEXARKANA TX)
TX
03/02/2000 - 12/31/2012
PFS INVESTMENTS INC. (TEXARKANA TX)
GA
06/25/1990 - 09/28/1998
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 06/21/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/1991
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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