Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tanya? Claim Your ProfileTanya Campbell is a registered investment advisor representative with PFS Investments Inc., based in Temecula, California. Tanya holds Series 63 and Series 65 licenses and has been in the financial services industry since 2020. Tanya provides investment advisory services for individuals, corporations, and charitable organizations. Tanya also has a previous registration with PFS INVESTMENTS INC. and has experience selling investment-related products for companies affiliated with 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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CA
10/24/2023 - Present
PFS Investments Inc. (TEMECULA CA)
CA
08/31/2020 - 12/31/2022
PFS INVESTMENTS INC. (TEMECULA CA)
IA
Issued 09/25/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/31/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/25/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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