Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Lynn Jackson is a registered representative with PFS Investments Inc. based in PLANO, TX. Stephanie Lynn has been in the industry since 2012 and has held various positions with PFS Investments Inc. She is a Series 6, Series 63, and Series 26 licensed representative. She is currently registered in Texas. Stephanie Lynn Jackson is dedicated to providing her clients with personalized financial advice and investment management services.
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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TX
01/14/2019 - Present
PFS Investments Inc. (PLANO TX)
TX
04/05/2018 - 12/31/2018
PFS INVESTMENTS INC. (DALLAS TX)
TX
05/03/2017 - 12/31/2017
PFS INVESTMENTS INC. (DALLAS TX)
TX
01/30/2014 - 12/31/2016
PFS INVESTMENTS INC. (DALLAS TX)
TX
05/30/2011 - 12/31/2013
PFS INVESTMENTS INC. (CORPUS CHRISTI TX)
BC
Issued 06/09/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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