Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alma-araceli? Claim Your ProfileAlma-araceli Alvarez is a registered investment advisor representative with PFS Investments Inc. based in Whittier, California. Alma-araceli has been in the industry since 2012. She holds Series 6, 63, 26 and 65 licenses and is also a registered investment advisor in California and Texas. Alma-araceli specializes in providing investment advice to individuals and can help with a variety of financial needs.
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
01/12/2022 - Present
PFS Investments Inc. (WHITTIER CA)
IA
Issued 12/20/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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