Unclaimed
Trishanya V Diedrick-smith is a registered representative with PFS Investments Inc. Trishanya is licensed to conduct business in Connecticut, Florida, Georgia, New York, Pennsylvania, Texas, and Virginia. Trishanya has been in the securities industry since June 20, 2018. Trishanya's firm PFS Investments Inc. is located in Duluth, Georgia and has a branch office in New Rochelle, New York. Trishanya is a registered investment advisor representative. Trishanya may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (A co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services.
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
NY
08/03/2021 - Present
PFS Investments Inc. (New Rochelle NY)
BC
Issued 09/10/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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