Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lottie? Claim Your ProfileLottie Lynn McCallister is a financial advisor with PFS Investments Inc. in Plainfield, IN. Lottie has been a registered representative since June 1996 and is registered with the states of Indiana and Michigan. Lottie is also licensed to sell investment company products/variable contracts, and is a licensed principal. Lottie has a wide range of experience in the financial services industry, and is committed to helping clients achieve their financial goals.
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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IN
06/20/1996 - Present
PFS Investments Inc. (PLAINFIELD IN)
BC
Issued 06/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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