Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexis? Claim Your ProfileAlexis De leon Ruddock is a financial advisor who is registered with PFS Investments Inc. and has been in the industry since January 3, 2024. Alexis holds Series 63, Series 6TO, and SIE licenses and is currently registered in California, Hawaii, Nevada, New Mexico, and Texas. Alexis specializes in portfolio management for individuals and has a strong commitment to helping clients achieve 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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HI
01/04/2024 - Present
PFS Investments Inc. (HONOLULU HI)
BC
Issued 02/17/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/08/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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