Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lyndell? Claim Your ProfileLyndell Servidad is a registered representative with PFS Investments Inc. Lyndell holds Series 63, Series 6TO and SIE licenses and has been in the industry since August 2021. Lyndell specializes in providing portfolio management services for individuals. The firm's main office is located in Duluth, Georgia and has approximately $8.46 billion in assets under management. PFS Investments Inc. serves individual investors, high net worth individuals, charitable organizations, and corporations or other businesses.
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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CA
08/02/2021 - Present
PFS Investments Inc. (CERRITOS CA)
BC
Issued 06/21/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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