Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexis? Claim Your ProfileAlexis Eduver Rivas orellana is a financial advisor with PFS Investments Inc. Alexis has been in the financial industry for over 10 years and is registered to provide investment advice in Maryland, North Carolina, and Virginia. Alexis specializes in investment company products/variable contracts. PFS Investments Inc. is a registered investment adviser with offices in Duluth, GA. The firm offers portfolio management for individuals and has over 59,800 accounts under management with total assets of over 8.4 billion dollars.
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
03/20/2013 - Present
PFS Investments Inc. (GAITHERSBURG MD)
BC
Issued 08/14/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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