Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wanda? Claim Your ProfileWanda Dotson Wallace is an investment advisor representative who has been in the financial services industry since September 22, 2004. Wanda is registered with PFS Investments Inc. and offers a variety of financial products and services, including investment advisory services. Wanda holds Series 6, 63, 26 and 65 licenses. Wanda also holds the SIE license. Wanda's office is located in Prattville, AL.
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
AL
10/22/2021 - Present
PFS Investments Inc. (PRATTVILLE AL)
IA
Issued 10/13/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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