Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rekha? Claim Your ProfileRekha Sivaprasad is a financial advisor at PFS Investments Inc. based in Kansas City, Missouri. Rekha has been working in the industry since March 2022. She holds the Series 6, Series 63 and SIE licenses and is registered with the state of Missouri. Rekha's firm specializes in portfolio management for individuals and has assets under management of over $8 billion.
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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MO
03/25/2022 - Present
PFS Investments Inc. (KANSAS CITY MO)
BC
Issued 06/24/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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