Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfredo? Claim Your ProfileAlfredo Arenas is a financial professional with PFS Investments Inc. Alfredo has been in the financial industry since 2019 and is registered to provide investment advice in Florida and Texas. Alfredo is licensed with both Series 63 and Series 65 licenses. Alfredo's primary focus is on providing investment advice and portfolio management to individual clients. In addition, Alfredo works for Primerica Financial Services. Alfredo is also a part-time owner of Around The Clock Mortgage, LLC and has sold other financial services.
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
FL
08/06/2024 - Present
PFS Investments Inc. (TAMPA FL)
NE
02/09/2023 - 10/26/2023
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
FL
04/26/2021 - 09/15/2021
PFS INVESTMENTS INC. (ORLANDO FL)
IA
Issued 12/10/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/25/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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