Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Emilio Perez is a financial professional who specializes in investment company products and variable contracts. Aaron has over 6 years of experience in the financial industry and is registered with PFS Investments Inc. in Texas. Aaron earned his Series 6, Series 63, and SIE licenses. Aaron's background and experience give him the knowledge to assist clients in meeting 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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TX
01/16/2024 - Present
PFS Investments Inc. (HOUSTON TX)
TX
05/02/2023 - 12/31/2023
PFS INVESTMENTS INC. (HOUSTON TX)
TX
09/25/2017 - 12/31/2021
PFS INVESTMENTS INC. (HOUSTON TX)
BC
Issued 02/03/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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