Unclaimed
Lawrence Isaacman is a financial advisor registered with PFS Investments Inc. based in Duluth, Georgia. Lawrence has been in the industry since October 26, 1990. Lawrence is registered in 19 states and is a registered investment advisor in Pennsylvania. Lawrence is also a Series 6, Series 26, Series 63 and Series 65 licensed professional. PFS Investments Inc. is a firm that manages assets for individuals and businesses.
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
PA
05/05/2016 - Present
PFS Investments Inc. (CHALFONT PA)
GA
10/24/1990 - 02/11/2005
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 04/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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