Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Ann Gontz is a financial professional with PFS Investments Inc. based in CHAMBERSBURG, PA. Lori has been in the financial industry since 2012. Lori holds both Series 63 and Series 65 licenses. Lori has previous experience with PFS Investments Inc. and PRIMERICA FINANCIAL SERVICES. Lori specializes in working with individuals.
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.
1
2
PA
08/29/2019 - Present
PFS Investments Inc. (CHAMBERSBURG PA)
PA
08/20/2012 - 12/08/2017
PFS INVESTMENTS INC. (CHAMBERSBURG PA)
IA
Issued 11/21/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lori Gontz is the right advisor for you? Invested Better is here to help.
