Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lewie? Claim Your ProfileLewie Soaivan is a registered investment advisor representative with PFS Investments Inc. Lewie is registered in California, Florida, Indiana, Michigan, New Jersey, and New York. Lewie has been in the industry since August 2012 and is a Series 6, Series 63, Series 26 and Series 65 licensed representative. PFS Investments Inc. is a registered investment advisor that provides financial planning, portfolio management for individuals and other investment-related services.
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
NJ
06/14/2022 - Present
PFS Investments Inc. (Oakland NJ)
IA
Issued 05/27/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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