Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Giovanni? Claim Your ProfileGiovanni Lizama is a financial professional with over 14 years of experience in the industry. He is registered with PFS Investments Inc. and is currently licensed to provide financial advice in Maryland, Virginia, Texas, and the District of Columbia. He is also a Series 6 and Series 63 licensed representative, as well as having passed the SIE exam. Giovanni is passionate about 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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MD
11/07/2014 - Present
PFS Investments Inc. (FREDERICK MD)
MD
02/22/2008 - 12/10/2013
PFS INVESTMENTS INC. (GAITHERSBURG MD)
BC
Issued 02/21/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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