Unclaimed
Elizabeth Silverman-zurek is a registered investment advisor representative with PFS Investments Inc. based in DES PLAINES, IL. Elizabeth has been in the industry since 2017 and is licensed in several states including Illinois, Georgia, Indiana and Texas. Elizabeth holds the Series 6, Series 63 and Series 65 licenses and the SIE exam. Elizabeth works with a variety of client types including high-net-worth individuals, corporations, and individuals other than high-net-worth. Elizabeth specializes in portfolio management for individuals and works with PFS Investments Inc. to provide financial advice and portfolio management services to clients.
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
IL
10/12/2023 - Present
PFS Investments Inc. (DES PLAINES IL)
IA
Issued 09/21/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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