Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tanya? Claim Your ProfileTanya Lynn Searcy is a registered representative with PFS Investments Inc., specializing in investment company products and variable contracts. Tanya has been in the financial services industry since 2005. She holds a Series 6 and Series 26 license, as well as the SIE and Series 63. Tanya is registered with the state regulators of California, Colorado, Idaho, Montana, Tennessee, Utah and Washington. She works with a variety of clients, including individuals, corporations, and charitable organizations. Tanya's focus is on providing personalized investment advice and portfolio management services.
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.
1
2
ID
04/25/2005 - Present
PFS Investments Inc. (COEUR D'ALENE ID)
BC
Issued 04/29/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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