Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitzi? Claim Your ProfileMitzi Elizabeth Cook is an investment advisor representative at PFS Investments Inc. in DALLAS, TX. Mitzi has been in the industry since May 2007. Mitzi has passed the Series 63, Series 65, and SIE exams. Mitzi specializes in portfolio management for individuals. Mitzi has a current registration with Texas as an Investment Advisor Representative. Mitzi also works for Primerica Financial Services.
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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TX
11/19/2020 - Present
PFS Investments Inc. (DALLAS TX)
IA
Issued 11/09/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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