Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charisse? Claim Your ProfileCharisse Chambers Lewis is a registered representative with PFS Investments Inc. Charisse has been in the financial services industry since January 2011 and is licensed in Utah. Charisse is a Series 6 and Series 63 licensed representative. Charisse specializes in investment company products and variable contracts. Charisse has a branch office located in St. George, Utah. The St. George, Utah office is located at 135 N 900 E, STE 208-A, 84770.
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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UT
01/25/2023 - Present
PFS Investments Inc. (ST GEORGE UT)
UT
12/16/2010 - 12/31/2022
PFS INVESTMENTS INC. (CEDAR CITY UT)
BC
Issued 12/10/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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