Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alejandro? Claim Your ProfileAlejandro Roa-lagunas is a financial advisor with PFS Investments Inc. Alejandro has been in the industry since September 24, 2020. Alejandro is registered in California, Illinois and New York. Alejandro specializes in investment company products/variable contracts. Alejandro is also licensed to sell securities in California, Illinois and New York.
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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CA
09/25/2020 - Present
PFS Investments Inc. (RIVERSIDE CA)
BC
Issued 11/30/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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