Unclaimed
Paul Lalanne is a financial professional with over 14 years of experience in the industry. Paul is currently registered with PFS Investments Inc. in Pearland, Texas. Prior to this, Paul held positions at PFS INVESTMENTS INC. in both Rosendale, New York and Duluth, Georgia. Paul holds the Series 6, SIE and Series 6TO securities licenses. Paul has expertise in Investment Company Products/Variable Contracts, and specializes in portfolio management for 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
02/15/2024 - Present
PFS Investments Inc. (PEARLAND TX)
NY
07/27/2009 - 02/14/2022
PFS INVESTMENTS INC. (ROSEDALE NY)
GA
10/24/2007 - 02/21/2008
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 02/07/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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FINRA
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