Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucia? Claim Your ProfileLucia Lenahan Poling is a registered representative of PFS Investments Inc. in Smyrna, Georgia. Lucia has been in the industry since November 1992 and is licensed to sell securities in Arizona, California, Illinois, Kentucky, Michigan, and Tennessee. Lucia has passed the Series 6, Series 26, and Series 63 exams. Lucia specializes in 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.
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GA
11/27/1992 - Present
PFS Investments Inc. (SMYRNA GA)
BC
Issued 11/25/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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