Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Boyd is a financial professional registered with PFS Investments Inc. Lisa has been in the financial services industry for over 20 years and has experience in providing investment advice to a wide range of clients. Lisa holds Series 6, Series 26, and Series 63 licenses, as well as the SIE exam. Lisa is registered in Kansas, Louisiana, Mississippi, and Missouri. Lisa's office is located at 1911 S NATIONAL AVE, STE 303-C, SPRINGFIELD, MO 65804.
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
MO
11/19/2002 - Present
PFS Investments Inc. (SPRINGFIELD MO)
BC
Issued 10/10/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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