Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Standfieldlee is a financial professional with over 20 years of experience in the industry. Teresa is currently registered with PFS Investments Inc., and has been with the firm since 2007. Previously, she worked with PFS Investments Inc. in Duluth, Georgia. Teresa is licensed to provide financial advice in California. Teresa specializes in investment company products and variable contracts and is a holder of the Series 6 and SIE licenses. PFS Investments Inc. is a firm that provides investment advice to individuals, corporations, and other clients. The firm has over 59,800 accounts under management. PFS Investments Inc. also provides portfolio management for individuals.
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
05/11/2007 - Present
PFS Investments Inc. (SALINAS CA)
GA
08/14/2002 - 02/01/2007
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 09/03/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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