Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Ann Bess is a financial advisor who has been in the industry since July 2023. Lisa is registered with the state of Arizona and holds the Series 63, Series 6TO and SIE exams. Lisa works for PFS Investments Inc. and is located in Mesa, Arizona. PFS Investments Inc. is a financial firm specializing in offering 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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AZ
07/17/2023 - Present
PFS Investments Inc. (MESA AZ)
BC
Issued 08/26/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/03/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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