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 professional with over 27 years of experience in the financial services industry. Lisa holds both Series 6 and Series 63 licenses, and has passed the Series 26 and SIE exams. Currently, Lisa is registered as a Registered Representative with PFS Investments Inc., and holds licenses in both Florida and Texas. She is a dedicated advisor who provides financial services to individuals, businesses, and charitable organizations. In addition to offering investment advisory services, Lisa is a licensed insurance agent and may offer other products, including loan and home security products.
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
FL
04/14/2021 - Present
PFS Investments Inc. (ROCKLEDGE FL)
IA
Issued 10/20/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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