Unclaimed
Adina Marie Lavoie is a financial advisor with PFS Investments Inc., working in the CROFTON, MD area. She has been in the financial services industry since 2008. Adina is registered with the state of Maryland as an Investment Advisor Representative and holds the Series 63, Series 65, and Series 26 licenses. In addition, she also holds the Series 6 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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MD
01/15/2024 - Present
PFS Investments Inc. (CROFTON MD)
IA
Issued 05/12/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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