Unclaimed
Lisa Thomas-jemison is a financial advisor who has been working in the industry since April 2018. Lisa is currently registered with PFS Investments Inc. and is licensed to sell securities in Florida, Illinois, New York and Texas. Lisa has passed the Series 6, SIE and Series 63 exams.
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
NY
01/10/2019 - Present
PFS Investments Inc. (GARDEN CITY NY)
NY
04/05/2018 - 12/31/2018
PFS INVESTMENTS INC. (GARDEN CITY NY)
BC
Issued 10/06/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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