Unclaimed
Wanda Jean Stepter is a registered representative with PFS Investments Inc. Wanda is licensed to conduct business in Louisiana. Wanda has been active in the securities industry since January 12, 2024. Wanda holds the Series 6TO and SIE licenses.
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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LA
01/13/2024 - Present
PFS Investments Inc. (METAIRIE LA)
BC
Issued 01/13/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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