Unclaimed
Alisa McAfee is a financial advisor who has been in the industry since 2016. Alisa is registered with PFS Investments Inc. and is licensed to provide investment advice in Nevada. Alisa holds multiple industry licenses including Series 6, Series 26 and Series 63. Alisa provides investment advice to a range of clients, including individuals, corporations and charitable organizations.
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
NV
04/06/2022 - Present
PFS Investments Inc. (LAS VEGAS NV)
NV
05/30/2014 - 01/09/2020
PFS INVESTMENTS INC. (LAS VEGAS NV)
BC
Issued 06/05/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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