Unclaimed
Lisa Antoinette Rausch is a financial professional with over 17 years of experience in the financial services industry. Lisa currently works with PFS Investments Inc. as an Investment Company Products/Variable Contracts Representative. Lisa is registered in 31 states and holds Series 6, 63, and 26 licenses. Prior to joining PFS Investments Inc., Lisa worked in Denver, CO from 2005 to 2012. Lisa is dedicated to helping individuals and families achieve their financial goals.
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
CO
07/22/2013 - Present
PFS Investments Inc. (AURORA CO)
CO
05/18/2005 - 08/31/2012
PFS INVESTMENTS INC. (DENVER CO)
BC
Issued 10/31/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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