Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lizarely? Claim Your ProfileLizarely Carolina Lizardo martinez is a financial professional registered with PFS Investments Inc.. Lizarely has been in the financial industry since November 5, 2023. Lizarely holds licenses Series 63, Series 6TO, and SIE. Lizarely is currently registered in Ohio, Michigan, and New York. PFS Investments Inc. has a strong presence in the financial industry, boasting a large team of licensed agents, investment advisor representatives, and registered representatives. They are known for their commitment to providing comprehensive financial planning and portfolio management services to a diverse clientele. Lizarely specializes in providing financial guidance and investment strategies tailored to individual 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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2
OH
11/06/2023 - Present
PFS Investments Inc. (WORTHINGTON OH)
BC
Issued 11/22/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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