Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alejandro? Claim Your ProfileAlejandro Lazo is a financial advisor with PFS Investments Inc. in GAITHERSBURG, Maryland. Alejandro specializes in helping individuals with their financial planning and portfolio management needs. Alejandro has been in the industry since 2022 and is registered in Maryland and Virginia. Alejandro holds a Series 63, Series 6TO, Series 26 and SIE licenses. PFS Investments Inc. is a Registered Investment Advisor that specializes in providing financial planning and portfolio management services to individuals, high net worth individuals, and businesses. The firm is based in DULUTH, Georgia.
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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MD
02/25/2022 - Present
PFS Investments Inc. (GAITHERSBURG MD)
BC
Issued 04/07/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/25/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/24/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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