Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shri? Claim Your ProfileShri Shri vidya Prasanna venkatesh is a financial professional with a focus on investment company products and variable contracts. Shri has been in the industry since 2018 and holds a Series 6 and Series 26 license, along with the Securities Industry Essentials (SIE) exam. Shri is currently registered with PFS Investments Inc. and is dedicated to helping clients achieve their financial goals.
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.
1
2
GA
06/16/2018 - Present
PFS Investments Inc. (DULUTH GA)
BC
Issued 11/01/2020
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/19/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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