Unclaimed
Yvonne Bey is a registered representative with PFS Investments Inc. with a focus on providing investment advice. Yvonne has been in the industry since June 2022 and holds the Series 63, Series 6TO and SIE licenses. She has been active in the securities industry since 2022, and is registered in ten states, including Louisiana, Alabama, Arizona, Michigan, Minnesota, Mississippi, Nevada, Tennessee, Texas and Washington.
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
LA
06/10/2022 - Present
PFS Investments Inc. (BATON ROUGE LA)
BC
Issued 01/19/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/27/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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