Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorie? Claim Your ProfileLorie Ann Smith is a registered investment advisor representative associated with PFS Investments Inc.. Lorie Smith is also registered as a securities agent in the state of Michigan. Lorie Smith has been in the financial services industry since January 21, 2020 and is located in GRAND RAPIDS, MI.
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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MI
04/12/2023 - Present
PFS Investments Inc. (GRAND RAPIDS MI)
IA
Issued 04/03/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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