Unclaimed
Stacy Lyn Sitzema is a registered investment advisor representative with PFS Investments Inc. She has been in the industry since April 2002. Stacy is licensed in multiple states and holds several industry certifications. In addition to her work with PFS Investments Inc., Stacy also works with Primerica Financial Services. She is dedicated to providing financial guidance and investment management services to individuals, families, and businesses.
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
01/11/2016 - Present
PFS Investments Inc. (GRAND RAPIDS MI)
IA
Issued 11/24/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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