Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tanya? Claim Your ProfileTanya Yvonne White is a registered representative with PFS Investments Inc. Tanya has been in the securities industry since February 23, 2011. Tanya has her Series 6, Series 63 and SIE licenses. Tanya has been registered with the state of Texas since January 27, 2016. PFS Investments Inc. is a registered investment advisor with the SEC and has offices in Duluth, Georgia. The firm specializes in providing portfolio management for individuals. The firm manages approximately $8.5 billion in assets for approximately 59,808 clients. Tanya Yvonne White is located at 12808 W AIRPORT DR STE 286 in Sugar Land, TX.
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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TX
01/27/2016 - Present
PFS Investments Inc. (SUGARLAND TX)
TX
03/27/2012 - 12/31/2015
PFS INVESTMENTS INC. (HOUSTON TX)
TX
11/04/2010 - 12/31/2011
PFS INVESTMENTS INC. (HOUSTON TX)
BC
Issued 07/26/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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