Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Lee is a financial professional at PFS Investments Inc. Michelle has been in the industry since May 2020 and is registered in 8 states. Michelle has a strong background in investment company products and variable contracts, holding Series 6, 26, and 63 licenses. Michelle is committed to providing personalized financial advice and 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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MI
05/14/2020 - Present
PFS Investments Inc. (STANDISH MI)
BC
Issued 07/01/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/14/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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