Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eve? Claim Your ProfileEve Stacy Meyer is a financial advisor with PFS Investments Inc. located in Fremont, California. Eve has been working in the financial services industry since 1994, specializing in portfolio management for individuals. She has a wide range of experience and knowledge to help clients reach their financial goals. Eve also holds registrations in multiple states and is a Series 65 and Series 63 licensed advisor.
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
CA
09/16/2020 - Present
PFS Investments Inc. (FREMONT CA)
IA
Issued 12/27/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/3/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/23/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/3/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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