Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Bynum is a financial advisor with PFS Investments Inc. with over 20 years of experience in the financial services industry. Lisa is a licensed Series 6, 26, and 63 representative. Lisa holds a SIE designation. Lisa works with a range of clients, including individuals, high net worth individuals, corporations, and charitable organizations. Lisa focuses on providing portfolio management services to clients.
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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GA
01/07/2016 - Present
PFS Investments Inc. (WARNER ROBINS GA)
GA
08/17/2001 - 12/31/2015
PFS INVESTMENTS INC. (WARNER ROBINS GA)
BC
Issued 07/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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