Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Packard? Claim Your ProfilePackard Lavin is a financial professional with over 8 years of experience in the financial services industry. Packard is currently registered with PFS Investments Inc. and has been with them since 2014. Previously, Packard worked for PFS Investments Inc. in Coral Springs, FL. Packard holds the Series 6, Series 63, and SIE licenses. Packard is registered in Florida, New Jersey, Pennsylvania, and West Virginia.
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
FL
11/01/2022 - Present
PFS Investments Inc. (WEST PALM BEACH FL)
FL
02/28/2014 - 10/19/2022
PFS INVESTMENTS INC. (CORAL SPRINGS FL)
BC
Issued 04/19/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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