Unclaimed
Lucia Yvette Kartchner is a registered representative with PFS Investments Inc. Lucia has been in the financial industry since 1997. Lucia currently holds Series 6, SIE and Series 63 licenses and is registered in Arizona. Lucia is affiliated with PFS Investments Inc. in Mesa, Arizona.
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
AZ
11/19/2021 - Present
PFS Investments Inc. (MESA AZ)
AZ
07/06/2001 - 12/31/2020
PFS INVESTMENTS INC. (MESA AZ)
GA
11/03/1998 - 03/06/2001
PFS INVESTMENTS INC. (DULUTH GA)
GA
09/05/1995 - 06/05/1998
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 07/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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