Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valeri? Claim Your ProfileValeri Wagner is a registered representative with PFS Investments Inc. in Tampa, FL. Valeri has been in the securities industry since June 9, 2019 and has a Series 63, Series 26, Series 6TO and SIE license. Valeri is registered to sell securities in California, Florida, Iowa, Nebraska and Texas. PFS Investments Inc. is a registered investment advisor with the Securities and Exchange Commission and has offices in Duluth, GA. The firm provides investment advice to individuals and has $8.46 Billion in regulatory assets under management.
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
06/10/2019 - Present
PFS Investments Inc. (TAMPA FL)
BC
Issued 08/05/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/10/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/17/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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