Unclaimed
Angel L Urena is a registered representative with PFS Investments Inc. Angel has been in the industry for over ten years, and currently holds a Series 6, SIE, and Series 63 license. Angel has been registered with PFS Investments Inc. since July 26, 2013, and is currently located in the Smithfield, Rhode Island office.
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
RI
07/26/2013 - Present
PFS Investments Inc. (SMITHFIELD RI)
BC
Issued 08/02/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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