Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Dwyer is a financial advisor with PFS Investments Inc. based in Riverside, CA. Lisa Dwyer has been in the financial industry for 9 years and has a strong understanding of investment strategies and products. Lisa Dwyer is licensed in Florida and Michigan and holds the Series 6, Series 63, and SIE licenses. She specializes in helping individuals with their financial planning needs.
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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CA
10/01/2014 - Present
PFS Investments Inc. (RIVERSIDE CA)
BC
Issued 01/05/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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