Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisette? Claim Your ProfileLisette Andrea Jacobs is a financial advisor who has been in the industry since December 1995. Lisette is currently registered with PFS Investments Inc. and is licensed to sell securities in Louisiana, Mississippi, California, Georgia, and Texas. Lisette is also a registered Investment Advisor Representative in Louisiana. Lisette has passed the Series 6, 63, 26 and SIE exams. Lisette also receives non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. for the sale of loan products and/or referrals of home security and automation products, as well as other home related services.
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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LA
05/11/2012 - Present
PFS Investments Inc. (LAKE CHARLES LA)
BC
Issued 11/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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