Unclaimed
Elizabeth Grandy is a financial advisor at PFS Investments Inc., a firm based in Duluth, Georgia. Elizabeth has been in the financial industry since 1985. Elizabeth's registrations include a Series 63, a Series 65, and a Series 26. Elizabeth holds current registrations in Tennessee, Alabama, Arizona, California, Florida, Georgia, Indiana, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Mississippi, Missouri, Ohio, South Carolina, Texas, and Wisconsin. Elizabeth specializes in providing financial advice to individuals and corporations.
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
TN
07/27/2016 - Present
PFS Investments Inc. (BRENTWOOD TN)
IA
Issued 06/23/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Elizabeth Grandy is the right advisor for you? Invested Better is here to help.