Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valli? Claim Your ProfileValli Dobard Trahan is an active securities professional licensed in Arizona and Michigan. Valli Dobard Trahan is a registered representative of PFS Investments Inc. located in Tempe, AZ.
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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AZ
12/10/2021 - Present
PFS Investments Inc. (TEMPE AZ)
BC
Issued 02/11/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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