Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luann? Claim Your ProfileLuann Wolden is a financial advisor with PFS Investments Inc. Luann has over 11 years of experience in the financial services industry. Luann is registered with the state of Washington and holds Series 6, Series 63 and SIE licenses. Luann is also a Registered Representative with FINRA.
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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WA
02/12/2019 - Present
PFS Investments Inc. (LIBERTY LAKE WA)
WA
04/07/2011 - 12/31/2018
PFS INVESTMENTS INC. (OLYMPIA WA)
WA
10/29/2007 - 12/31/2010
PFS INVESTMENTS INC. (OLYMPIA WA)
BC
Issued 11/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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