Unclaimed
Lisa Marie Ciamacco-davis is a financial professional with over 11 years of experience in the industry. Lisa is registered with PFS Investments Inc., a firm with over 3500 employees, which is headquartered in Duluth, GA. Lisa is licensed to provide financial advice in Florida, New York, and South Carolina. Lisa has a strong background in the financial industry. She has held several positions at PFS Investments Inc., and has a strong track record of success. Lisa is a trusted advisor to her clients, and is committed to helping them reach 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
SC
04/03/2012 - Present
PFS Investments Inc. (N CHARLESTON SC)
BC
Issued 10/29/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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