Unclaimed
Lucie Benson-turner is a financial advisor associated with PFS Investments Inc. Lucie has a background in financial services, having worked in the industry since August 2015. Lucie holds several licenses and certifications including the Series 6, 63, and 26 licenses, and the SIE exam. Lucie currently has active registrations in Delaware, Georgia, New Jersey, New York and Pennsylvania. Lucie is a dedicated professional with a passion for providing personalized financial advice to help clients reach 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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2
GA
06/11/2020 - Present
PFS Investments Inc. (ALPHARETTA GA)
PA
08/28/2015 - 06/14/2018
PFS INVESTMENTS INC. (JENKINTOWN PA)
BC
Issued 09/11/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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