Unclaimed
Alex Lomibao is a financial professional with over 29 years of experience in the industry. Alex is currently registered with PFS Investments Inc. and is licensed in California. Alex's professional experience includes previous roles with PFS Investments Inc. in Arcadia, CA.
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
02/14/2023 - Present
PFS Investments Inc. (COVINA CA)
CA
01/03/2012 - 12/31/2022
PFS INVESTMENTS INC. (ARCADIA CA)
CA
02/08/1994 - 12/31/2011
PFS INVESTMENTS INC. (ARCADIA CA)
BC
Issued 01/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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