Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alisha? Claim Your ProfileAlisha Wildman is a registered representative with PFS Investments Inc. Alisha is licensed to offer securities products and advice in Connecticut and Texas. She has been working in the financial services industry since December 2017 and has been registered with PFS Investments Inc. since February 2019. Alisha has passed the Series 6, Series 63 and the SIE exams. Alisha specializes in investment company products/variable contracts. Alisha is dedicated to providing her clients with personalized financial advice and investment strategies.
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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TX
02/28/2019 - Present
PFS Investments Inc. (HOUSTON TX)
TX
10/23/2017 - 12/31/2018
PFS INVESTMENTS INC. (HOUSTON TX)
BC
Issued 11/11/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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