Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Gibbs is an investment advisor representative associated with PFS Investments Inc. Lisa has been in the securities industry since 2015. Lisa is registered with the state of Alabama as an investment advisor representative and a securities agent. Lisa also holds the Series 6, Series 63 and Series 65 securities licenses. Lisa specializes in providing investment advice to 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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AL
01/21/2020 - Present
PFS Investments Inc. (HOOVER AL)
AL
10/29/2015 - 12/31/2015
PFS INVESTMENTS INC. (HOOVER AL)
IA
Issued 12/20/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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