Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tonya? Claim Your ProfileTonya Anne Lutz is a financial professional with over 20 years of experience in the industry. Tonya is currently registered with PFS Investments Inc. and is licensed in both Kentucky and Ohio. Tonya's specializations include investment company products/variable contracts and she has demonstrated a strong commitment to continuing education throughout her career by holding several industry licenses. Tonya's expertise extends to working with clients seeking 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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OH
11/28/2001 - Present
PFS Investments Inc. (WEST CHESTER OH)
BC
Issued 12/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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