Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lia? Claim Your ProfileLia Lor is a financial advisor with over 20 years of experience in the industry. Lia is registered with PFS Investments Inc. in Wisconsin and Minnesota. Lia Lor's current office is located at 1066 MATHER ST, STE A, GREEN BAY, WI 54303. Lia offers investment advisory services including portfolio management for individuals. Lia is licensed to sell Series 6 and Series 63 securities products.
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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WI
01/20/2016 - Present
PFS Investments Inc. (GREEN BAY WI)
WI
05/17/2010 - 12/31/2015
PFS INVESTMENTS INC. (GREEN BAY WI)
WI
01/11/2008 - 12/31/2009
PFS INVESTMENTS INC. (GREEN BAY WI)
GA
08/31/1998 - 12/31/2007
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 08/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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