Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lois? Claim Your ProfileLois Wichlacz is a financial professional with PFS Investments Inc., located in Brookfield, Wisconsin. Lois has been in the industry since June 11, 2013, and holds multiple licenses, including Series 6, Series 26, and Series 63. Lois's registrations are currently active in both Wisconsin and Minnesota. PFS Investments Inc. specializes in providing portfolio management for individuals, and has a strong track record of serving clients across various segments, including high-net-worth individuals and corporations.
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
WI
06/12/2013 - Present
PFS Investments Inc. (BROOKFIELD WI)
BC
Issued 06/11/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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