Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Lackie is a financial advisor with PFS Investments Inc., a firm that offers investment advisory services to individuals, corporations, and charitable organizations. Douglas has been in the industry for over nine years and is registered with the state of Massachusetts. Douglas has passed the Series 6, SIE, and Series 63 exams. Douglas specializes in portfolio management for individuals.
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.
1
2
MA
01/26/2023 - Present
PFS Investments Inc. (FOXBORO MA)
MA
03/24/2014 - 12/31/2022
PFS INVESTMENTS INC. (FOXBORO MA)
BC
Issued 03/04/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Douglas Lackie is the right advisor for you? Invested Better is here to help.
