Unclaimed
Jeffrey Scott Liscum is a financial advisor associated with PFS Investments Inc. Jeffrey holds the Series 6, Series 63, and SIE licenses. Jeffrey has been in the industry since 2023. Jeffrey is registered to provide investment advice in Oklahoma and Texas. Jeffrey is currently associated with PFS Investments Inc. in OKLAHOMA CITY, OK. Jeffrey's clients consist of corporations or other businesses, high-net-worth individuals, and individuals other than high-net-worth individuals.
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
OK
03/07/2023 - Present
PFS Investments Inc. (OKLAHOMA CITY OK)
BC
Issued 07/28/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/06/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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