Unclaimed
Nikki Rashee Clayton is a financial advisor with PFS Investments Inc. Nikki holds the Series 63, Series 6TO, and Series 26 licenses and has been in the industry since 2021. Nikki is registered in 13 states: Alabama, California, District of Columbia, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Michigan, Ohio, Tennessee, and Texas. Nikki specializes in providing financial advice to individuals and has extensive experience in the investment industry.
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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2
TX
01/16/2024 - Present
PFS Investments Inc. (STAFFORD TX)
TX
02/26/2021 - 12/31/2023
PFS INVESTMENTS INC. (HOUSTON TX)
BC
Issued 03/27/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/25/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/26/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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