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Lizet constanza Mueller

PFS Investments Inc.

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About Lizet constanza Mueller

Lizet Constanza Mueller is an investment advisor representative and registered representative with PFS Investments Inc. based in LOUISVILLE, KY. Lizet Constanza Mueller has been in the industry since 2019 and has passed the Uniform Securities Agent State Law Examination, Uniform Investment Adviser Law Examination, Investment Company Products/Variable Contracts Principal Examination, Investment Company Products/Variable Contracts Representative Examination, and Securities Industry Essentials Examination. Lizet Constanza Mueller holds current registrations in 12 states. Lizet Constanza Mueller's primary focus is on providing portfolio management for individuals.

Firm Information

Lizet constanza Mueller is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lizet constanza Mueller’s Registration & Firm History

KY

02/11/2021 - Present

PFS Investments Inc. (LOUISVILLE KY)

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Licenses & Designations

IA

Issued 02/02/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/25/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/15/2021

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 07/19/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/14/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lizet constanza Mueller.
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