Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glen? Claim Your ProfileGlen Li is a financial professional with over 20 years of experience in the industry. Glen Li is currently registered with PFS Investments Inc. and has been with the firm since 2002. Glen Li is licensed to provide securities and investment advisory services in 15 states. Glen Li is also a Series 6 and Series 26 registered representative. Glen Li specializes in providing financial advice to individual 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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NY
02/23/2006 - Present
PFS Investments Inc. (NYC NY)
GA
01/18/2002 - 02/07/2006
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 02/22/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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