Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfonso? Claim Your ProfileAlfonso Torres Perez is a financial professional with over 20 years of experience in the industry. Alfonso has a Series 6, 26 and 63 license and is registered with PFS Investments Inc. in California, Arizona, Nevada, North Dakota, South Carolina and Texas. Alfonso specializes in portfolio management for individuals and has a proven track record of success in 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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CA
02/04/2010 - Present
PFS Investments Inc. (GLENDALE CA)
CA
01/03/2008 - 12/31/2009
PFS INVESTMENTS INC. (BURBANK CA)
GA
02/13/2003 - 12/31/2007
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 03/12/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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