Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrie? Claim Your ProfileTerrie Lane is a financial professional registered with PFS Investments Inc. in Virginia. Terrie has worked in the financial services industry since May 2006, and is licensed to provide investment advice and securities brokerage services. Terrie is a Registered Representative with PFS Investments Inc. Terrie has worked with PFS Investments Inc. since 2004 and is currently located in their Midlothian, VA office.
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
02/05/2013 - Present
PFS Investments Inc. (MIDLOTHIAN VA)
VA
04/12/2004 - 12/31/2010
PFS INVESTMENTS INC. (RICHMOND VA)
BC
Issued 04/21/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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