Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Kirby Fisher is a financial advisor registered with PFS Investments Inc. with a branch office in Evergreen Park, Illinois. Lee has been in the financial services industry since 2020, having previously worked at PFS INVESTMENTS INC. in Evergreen Park. Lee holds the Series 63, Series 6TO, SIE and Series 26 licenses.
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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IL
03/17/2023 - Present
PFS Investments Inc. (EVERGREEN PARK IL)
IL
11/23/2020 - 12/31/2022
PFS INVESTMENTS INC. (EVERGREEN PARK IL)
BC
Issued 01/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/23/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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