Unclaimed
Suman K Khanna is a registered representative with pfs investments inc. Suman has been in the industry since June 18, 2004. Suman is currently registered with FINRA and the state of New York as an investment advisor representative. Suman is also registered with the state of Connecticut, Florida, Illinois, Maryland, Massachusetts, New Jersey, New York, North Carolina, and Pennsylvania. Suman is a registered representative with pfs investments inc. and has been with the firm since August 2007. Suman is a Series 6, Series 26, and Series 63 licensed advisor.
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
NY
08/03/2021 - Present
PFS Investments Inc. (REGO PARK NY)
GA
03/18/2004 - 12/31/2004
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 06/09/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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