Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alice? Claim Your ProfileAlice Francis is a financial professional with PFS Investments Inc., a firm with a strong reputation for providing investment advisory services. Alice has been in the financial industry since February 28, 2019. She is licensed to provide investment advice in California, Colorado, and Washington. Alice holds the Series 63, 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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CA
03/01/2019 - Present
PFS Investments Inc. (ROSEVILLE CA)
BC
Issued 04/29/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/15/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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