Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Micallef is a registered investment advisor representative with PFS Investments Inc., with over 13 years of experience in the financial services industry. Elizabeth is also a registered representative in California and Colorado. Elizabeth is a highly experienced and knowledgeable professional who is committed to providing her clients with personalized financial advice and services.
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
CO
10/04/2017 - Present
PFS Investments Inc. (AURORA CO)
CO
03/23/2004 - 07/12/2016
PFS INVESTMENTS INC. (WESTMINSTER CO)
IA
Issued 04/10/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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