Unclaimed
Alisha Stewart is a registered representative with PFS Investments Inc. Alisha is licensed to provide financial services in Maryland and Ohio. Alisha has passed the Series 63, Series 6TO, and SIE exams.
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
OH
01/01/2023 - Present
PFS Investments Inc. (DUBLIN OH)
BC
Issued 01/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/30/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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