Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Hlinka is a financial advisor with PFS Investments Inc. located in Youngstown, OH. Lisa has been in the financial services industry for over 10 years. Lisa holds the Series 6, Series 65, and SIE licenses. Lisa focuses on providing financial advice to individuals and businesses. In addition to her work at PFS Investments Inc., Lisa also sells investment-related products for companies affiliated with PFS Investments Inc., loan products for Primerica Mortgage, LLC, and home security and automation products for Primerica Client Services, Inc..
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
OH
02/20/2020 - Present
PFS Investments Inc. (YOUNGSTOWN OH)
OH
10/29/2009 - 12/31/2019
PFS INVESTMENTS INC. (AUSTINTOWN OH)
IA
Issued 07/07/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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