Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurie? Claim Your ProfileLaurie Elizabeth Oates is a financial advisor associated with PFS Investments Inc. Laurie is a registered representative and investment advisor representative with over 20 years of experience in the financial services industry. She is licensed to conduct business in multiple states. Laurie specializes in providing financial advice and portfolio management for 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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FL
08/17/2011 - Present
PFS Investments Inc. (LARGO FL)
IA
Issued 05/12/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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