Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Lundie is a financial professional with over 20 years of experience in the industry. Lisa has held various positions in the financial services sector, including positions with PFS Investments Inc. Lisa has a strong foundation in financial planning and investment management. Lisa currently holds several securities licenses, including Series 6, 26, and 63. Lisa is passionate about helping her clients 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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CA
10/17/1997 - Present
PFS Investments Inc. (VICTORVILLE CA)
GA
10/13/1994 - 07/09/1996
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 07/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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