Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yolanda? Claim Your ProfileYolanda Evette Dixon is a financial advisor with PFS Investments Inc., and has been in the industry since 2021. Yolanda is registered as a securities agent in 8 states and as an investment advisor representative in Texas. Yolanda has been with PFS Investments Inc. since September 2021. Yolanda has earned Series 63, 65, 6TO, and SIE licenses. Yolanda provides investment advisory services to individuals, charitable organizations, corporations or other businesses.
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
TX
04/25/2023 - Present
PFS Investments Inc. (DUNCANVILLE TX)
IA
Issued 04/17/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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