Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Rochelle Litz is a registered representative with PFS Investments Inc. She has been in the industry since June 4, 2010, and is currently licensed in Arkansas, California, Connecticut, Delaware, Maryland, Massachusetts, Montana, New Jersey, Pennsylvania, Rhode Island, Utah, and Vermont. Stephanie's primary registration is with FINRA and she holds the Series 6, Series 26, and Series 63 licenses, as well as the SIE exam. Stephanie has previously worked for PFS Investments Inc. in both Valencia, California and Bakersfield, California.
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
11/06/2017 - Present
PFS Investments Inc. (DULUTH GA)
CA
01/10/2012 - 02/04/2014
PFS INVESTMENTS INC. (VALENCIA CA)
CA
08/25/2006 - 12/31/2011
PFS INVESTMENTS INC. (BAKERSFIELD CA)
BC
Issued 01/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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