Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sylvia? Claim Your ProfileSylvia Nicole Greenlee is a registered representative with PFS Investments Inc. Sylvia is a financial professional with experience in the industry since 2015. Sylvia holds the Series 6, Series 63 and SIE licenses and is currently registered in Missouri and Texas. Sylvia is based in Plano, Texas and can be reached at PFS Investments Inc. located at 6600 Chase Oaks Blvd, STE 150-D, Plano, TX 75023.
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
01/24/2023 - Present
PFS Investments Inc. (PLANO TX)
TX
10/21/2015 - 12/31/2022
PFS INVESTMENTS INC. (PLANO TX)
BC
Issued 10/29/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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