Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Talana? Claim Your ProfileTalana Bradley is a registered representative with PFS Investments Inc., an investment advisor with offices in Duluth, Georgia. Talana has been in the industry since May 12, 2014. Talana holds the Series 6, Series 26, and Series 63 licenses. Talana has been registered in Maryland, New York, and Pennsylvania. Talana's firm provides portfolio management services for individuals, primarily in the areas of high net worth individuals, charitable organizations, and corporations or other businesses.
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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2
NY
05/13/2014 - Present
PFS Investments Inc. (NYC NY)
BC
Issued 05/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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