Unclaimed
Yi Fu is a financial professional with PFS Investments Inc., a registered investment advisor headquartered in Duluth, Georgia. Yi has a Series 63 license, a Series 6TO license and the SIE exam. Yi is currently registered with the state of Texas and is actively licensed to conduct business in the state. Yi has worked in the financial industry since August 31, 2023.
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.
1
2
TX
09/01/2023 - Present
PFS Investments Inc. (HOUSTON TX)
BC
Issued 10/02/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/09/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Yi Fu is the right advisor for you? Invested Better is here to help.