Unclaimed
Alisha Gilmore is a registered representative with PFS Investments Inc. Alisha has been in the industry since October 2015. Alisha is licensed to offer investment products and services in Colorado, Iowa, Oklahoma and Texas. Alisha specializes in investment company products and variable contracts. PFS Investments Inc. provides investment advisory services to a diverse clientele, 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.
1
2
TX
10/29/2015 - Present
PFS Investments Inc. (PLANO TX)
BC
Issued 10/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Alisha Gilmore is the right advisor for you? Invested Better is here to help.