Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracy? Claim Your ProfileTracy Denise Lanier is a financial professional with PFS Investments Inc., located in ST LOUIS, MO. Tracy has been in the industry since 2021. Tracy has successfully completed the Series 6TO and Series 26 exams and holds FINRA registrations as well as licenses to sell securities in several states, including Ohio, Florida, Maryland, Colorado, and Louisiana. Tracy's specializations include variable contracts and investment company products. PFS Investments Inc. is headquartered in Duluth, GA and is an independent investment firm providing investment advisory services to individuals and corporations.
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.
1
2
MO
07/22/2021 - Present
PFS Investments Inc. (ST LOUIS MO)
BC
Issued 12/16/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/27/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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