Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ramona? Claim Your ProfileRamona Tauzin is a financial advisor who has been in the industry since April 29, 2014. Ramona is currently registered with PFS Investments Inc. in Baton Rouge, Louisiana. Ramona has been with PFS Investments Inc. since October 17, 2022. Previously, Ramona worked for PFS Investments Inc. between January 10, 2020, and December 13, 2021. Ramona passed the Securities Industry Essentials Examination in October 1, 2018 and the Investment Company Products/Variable Contracts Representative Examination in October 23, 2012. Ramona specializes in investment company products/variable contracts.
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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LA
10/17/2022 - Present
PFS Investments Inc. (BATON ROUGE LA)
LA
01/10/2020 - 12/13/2021
PFS INVESTMENTS INC. (BATON ROUGE LA)
LA
05/07/2015 - 09/11/2019
PFS INVESTMENTS INC. (BATON ROUGE LA)
LA
10/24/2012 - 12/31/2014
PFS INVESTMENTS INC. (BATON ROUGE LA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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