Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth McNeil is a registered representative with PFS Investments Inc. Elizabeth is licensed to offer investment advice in California, Georgia, and Oregon. Elizabeth has been in the financial services industry for over 10 years and is experienced in investment company products/variable contracts. Elizabeth has passed the Series 6 and Series 63 examinations. Elizabeth offers portfolio management services 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.
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CA
01/26/2016 - Present
PFS Investments Inc. (SACRAMENTO CA)
CA
06/25/2012 - 12/31/2015
PFS INVESTMENTS INC. (SACRAMENTO CA)
BC
Issued 05/26/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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