Unclaimed
Odell Lewis is a financial professional with over 20 years of experience in the financial industry. Odell is currently registered with PFS Investments Inc. and is licensed to provide investment advice in Georgia and Mississippi. Odell has a Series 6 and Series 63 license as well as the SIE exam. Odell specializes in investment company products and variable contracts. Odell has been with PFS Investments Inc. since 2006 and previously worked with the firm in Duluth, Georgia. Odell is committed to providing clients with personalized financial advice and guidance to help them 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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2
GA
10/20/2008 - Present
PFS Investments Inc. (ATLANTA GA)
GA
09/27/2006 - 07/23/2008
PFS INVESTMENTS INC. (DULUTH GA)
GA
09/05/2002 - 10/13/2005
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 09/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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