Unclaimed
Lyndah Tello is an active investment advisor representative registered with PFS Investments Inc. Lyndah has been working in the financial services industry for over 7 years. Lyndah has been registered with the state of North Carolina since 2020 and currently holds Series 6 and Series 63 licenses. Prior to joining PFS Investments Inc., Lyndah was a registered representative with Wells Fargo Clearing Services, LLC and Cambridge Investment Research, Inc..
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
NC
12/07/2023 - Present
PFS Investments Inc. (GARNER NC)
NC
04/04/2018 - 05/21/2020
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NC
02/15/2016 - 08/05/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (MORRISVILLE NC)
IA
Issued 11/14/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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