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 Osborn is a registered representative with PFS Investments Inc., working out of the firm's Allen, Texas office. Stephanie began her career in the financial services industry on November 24, 2013, and has worked with PFS Investments Inc. since October 1, 2018. Stephanie is licensed to sell securities in Texas. Stephanie holds the Series 6, Series 26, and Series 63 licenses. Stephanie can provide 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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TX
01/08/2023 - Present
PFS Investments Inc. (ALLEN TX)
TX
10/01/2018 - 12/31/2022
PFS INVESTMENTS INC. (PLANO TX)
TX
02/18/2013 - 12/31/2017
PFS INVESTMENTS INC. (DALLAS TX)
BC
Issued 02/20/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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