Unclaimed
Elizabeth Whitman is a financial professional with PFS Investments Inc., a firm based in Duluth, GA. Elizabeth has a strong track record of success in the financial services industry, with experience providing financial advice to individuals and businesses. Elizabeth is dedicated to helping clients achieve their financial goals.
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
ME
02/24/2021 - Present
PFS Investments Inc. (BELFAST ME)
BC
Issued 03/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/15/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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