Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Anderson is a financial advisor with PFS Investments Inc. located in TOTOWA, NJ. Lisa has been working in the industry since January 2022. She holds Series 6TO and SIE licenses. PFS Investments Inc. is a registered investment advisor that provides a variety of financial services, including investment management, financial planning, and retirement planning.
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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NJ
01/12/2024 - Present
PFS Investments Inc. (TOTOWA NJ)
NJ
01/18/2022 - 12/31/2023
PFS INVESTMENTS INC. (TOTOWA NJ)
BC
Issued 01/15/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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