Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trinity? Claim Your ProfileTrinity Penny is a financial advisor with PFS Investments Inc., a firm headquartered in Duluth, GA. She has been in the financial industry since March 2020 and is registered to offer investment advice in several states. She provides portfolio management for individuals, and her primary office is in Austin, Texas. Trinity has held previous roles with Primerica Financial Services and has been homeschooled since August 2009.
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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TX
12/07/2022 - Present
PFS Investments Inc. (AUSTIN TX)
IA
Issued 05/11/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/03/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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