Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nita? Claim Your ProfileNita Wallace is a registered representative and investment advisor representative with PFS Investments Inc. based in Mansfield, Texas. Nita has been working in the financial services industry since 2010 and holds Series 6, 63 and 65 licenses. Nita is also licensed in Texas. Nita focuses on providing portfolio management services to 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.
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2
TX
05/29/2012 - Present
PFS Investments Inc. (MANSFIELD TX)
IA
Issued 05/10/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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