Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamara? Claim Your ProfileTamara Laraine Drake is a registered investment advisor representative with PFS Investments Inc. and has been in the securities industry since August 24, 2020. Tamara has passed the Uniform Securities Agent State Law Examination (Series 63), Uniform Investment Adviser Law Examination (Series 65), Investment Company Products/Variable Contracts Representative Examination (Series 6TO) and the Securities Industry Essentials Examination (SIE). Tamara currently holds licenses in Washington, Arizona, California, Illinois, Texas, West Virginia, and Wisconsin. Tamara also offers other investment-related products through PFS Investments Inc.
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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WA
09/09/2024 - Present
PFS Investments Inc. (MT VERNON WA)
IA
Issued 08/12/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/09/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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