Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trae? Claim Your ProfileTrae Vaillant is an investment advisor representative with PFS Investments Inc. located in Tampa, Florida. Trae has been in the securities industry since October 2017. Trae has passed the Series 6, Series 63, Series 65, and Series 26 exams, and is registered in 18 states. PFS Investments Inc. is a financial services firm that provides investment advisory services to individuals, corporations, and charitable organizations.
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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2
FL
09/24/2020 - Present
PFS Investments Inc. (TAMPA FL)
BC
Issued 08/25/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/03/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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