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Navandus Bertha Poitier-lampley

PFS Investments Inc.

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About Navandus Bertha Poitier-lampley

Navandus Bertha Poitier-lampley is a financial advisor who has been in the industry since October 7, 1999. Navandus is registered with PFS Investments Inc. in New York, New Jersey, and Connecticut. Navandus holds licenses for Series 6, Series 26, and Series 63. Navandus is also a SIE exam holder. Navandus's specializations include Series 6 securities. Navandus is a specialist in portfolio management for individuals and has a proven track record of success in helping clients achieve their financial goals. Navandus works with clients to develop a personalized financial plan that takes into account their unique circumstances and goals. Navandus is committed to providing clients with the highest level of service and expertise.

Firm Information

Navandus Poitier-lampley is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Navandus Poitier-lampley’s Registration & Firm History

NY

10/08/1999 - Present

PFS Investments Inc. (ROSEDALE NY)

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Licenses & Designations

BC

Issued 08/10/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/10/2004

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/07/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Navandus Bertha Poitier-lampley.
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