Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taleesha? Claim Your ProfileTaleesha Bates is a financial professional with PFS Investments Inc. Taleesha has been in the financial industry since June 2020, focusing on providing financial advice and investment management services to individuals and corporations. Taleesha is registered with FINRA and holds the Series 6, 63, and 26 licenses, along with the SIE exam certification. Taleesha is registered in 16 states across the United States.
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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GA
06/25/2020 - Present
PFS Investments Inc. (ATLANTA GA)
BC
Issued 08/05/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/25/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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