Unclaimed
Alejandro Carrillo is a registered investment advisor representative with PFS Investments Inc. and has been in the industry since April 7, 2013. Alejandro has a Series 6, Series 63, Series 26 and Series 65 license. Alejandro is registered in Arizona and California. Alejandro is currently licensed to provide investment advice to individuals. PFS Investments Inc. has a total of $8,461,983,895 in assets under management.
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
CA
03/18/2016 - Present
PFS Investments Inc. (TORRANCE CA)
IA
Issued 03/03/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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