Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie Yancey is a financial advisor with PFS Investments Inc. located in Dinwiddie, VA. Valerie is a registered representative in the state of Virginia. Valerie is a Series 6, Series 26, and Series 63 licensed individual. PFS Investments Inc. is a firm registered with the SEC and FINRA with approximately 8.5 Billion dollars in 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
VA
11/30/2020 - Present
PFS Investments Inc. (DINWIDDIE VA)
BC
Issued 02/08/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/30/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/05/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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