Unclaimed
Elizabeth Koob is a registered representative and investment advisor representative with PFS Investments Inc. Elizabeth has been in the securities industry since 1993. Elizabeth is registered to provide investment advisory services in Ohio. Elizabeth specializes in providing investment advice to individuals. Elizabeth also offers other financial services, including selling investment-related products for companies affiliated with PFS Investments Inc., as well as selling loan products from Primerica Mortgage, LLC, home security and automation products from Primerica Client Services, Inc., and other home related 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.
1
2
OH
09/28/2021 - Present
PFS Investments Inc. (CINCINNATI OH)
NA
07/19/1993 - 10/21/1994
PFS INVESTMENTS INC.
BC
Issued 07/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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