Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth McNair is a financial advisor with PFS Investments Inc. Elizabeth has been in the industry since January 2014, with previous experience at PFS INVESTMENTS INC. in Fort Lauderdale, FL. She is registered with the state of Florida and Texas, and has passed the Series 6, 63, 26, and 65 exams. Elizabeth 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
FL
07/29/2021 - Present
PFS Investments Inc. (ORLANDO FL)
FL
12/16/2013 - 12/31/2016
PFS INVESTMENTS INC. (FORT LAUDERDALE FL)
IA
Issued 09/10/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Elizabeth McNair is the right advisor for you? Invested Better is here to help.
