Unclaimed
Lydia Jordan is a registered representative with PFS Investments Inc. Lydia Jordan is licensed to sell securities in Mississippi and Arkansas. Lydia Jordan has been in the industry since November 2023 and has passed the Securities Industry Essentials Examination (SIE), the Investment Company Products/Variable Contracts Representative Examination (Series 6TO) and the Uniform Securities Agent State Law Examination (Series 63). PFS Investments Inc. is a registered investment advisor. PFS Investments Inc. offers a range of investment advisory services, including 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.
1
2
MS
11/15/2023 - Present
PFS Investments Inc. (FLOWOOD MS)
BC
Issued 12/01/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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