Unclaimed
Elizabeth Farmer is a registered investment advisor representative with PFS Investments Inc. Elizabeth has been in the securities industry since January 26, 2009 and has passed the Series 6, Series 63, Series 26, and SIE exams. Elizabeth is registered in Maine as an investment advisor representative and a securities agent. Elizabeth is an active member of the industry and provides portfolio management services to individuals. In addition to her role with PFS Investments Inc., Elizabeth also provides tax preparation services through her own business, Libby Farmer Tax Solutions.
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
ME
11/13/2013 - Present
PFS Investments Inc. (BATH ME)
IA
Issued 09/19/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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