Unclaimed
Dinorah Livingston is a financial advisor at PFS Investments Inc. Dinorah has been in the financial industry since 2004. Dinorah holds the Series 6, Series 63, Series 26 and SIE licenses, and is registered with the states of Indiana, Kentucky, Massachusetts, Michigan, New Mexico, Texas and Utah. Dinorah specializes in portfolio management for individuals and provides services for clients including individuals, high net worth individuals, charitable organizations, corporations and other businesses. Dinorah is also registered with the state of Texas as an Investment Advisor Representative (IAR).
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
MI
10/06/2022 - Present
PFS Investments Inc. (GRAND RAPIDS MI)
IA
Issued 08/09/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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