Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clarence? Claim Your ProfileClarence Lee is a financial advisor at PFS Investments Inc. with over 30 years of experience in the financial services industry. Clarence holds a Series 6, Series 63 and SIE license and is registered in Indiana, Michigan, Ohio, and Texas. Clarence is a specialist in Investment Company Products/Variable Contracts.
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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MI
04/25/2005 - Present
PFS Investments Inc. (TROY MI)
GA
11/25/1988 - 02/05/2005
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 10/24/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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