Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terri? Claim Your ProfileTerri Miles is a registered representative with PFS Investments Inc. Terri is licensed in 6 states, including California, District of Columbia, Florida, Louisiana, Maryland and Virginia. Terri has been in the industry for over 10 years and has specialized experience with a wide range of financial products and services. Terri has a strong track record of success in helping her clients achieve their financial goals. Terri has a Series 63, Series 6TO and SIE licenses and is qualified to provide comprehensive financial planning and investment 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.
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VA
01/01/2021 - Present
PFS Investments Inc. (MANASSAS VA)
BC
Issued 09/18/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/11/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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