Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alisa? Claim Your ProfileAlisa Franklin Lucas is a financial professional registered with PFS Investments Inc. Alisa Lucas has been in the industry for 20 years and has a Series 6, Series 63, and SIE license. Her practice is centered in Columbia, SC. She has a strong track record of helping individuals with their financial planning needs. Alisa Lucas is committed to providing her clients with personalized service and comprehensive financial advice.
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
SC
10/06/2004 - Present
PFS Investments Inc. (COLUMBIA SC)
BC
Issued 08/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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