Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eloise? Claim Your ProfileEloise Lemay is a financial professional with over 27 years of experience in the financial services industry. Eloise is currently registered with PFS Investments Inc. in Iowa and Arizona. Eloise specializes in investment company products and variable contracts. Eloise holds Series 6, 26, and 63 securities licenses and the SIE exam. Eloise has been registered in Iowa since May 1995.
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
IA
05/09/1995 - Present
PFS Investments Inc. (URBANDALE IA)
BC
Issued 05/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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