Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angel? Claim Your ProfileAngel Luis Urena is a financial professional with over 29 years of experience in the financial industry. Angel is registered with the state of Rhode Island and currently works for PFS Investments Inc.. Angel has a strong understanding of the investment industry, as evidenced by their licenses and registrations.
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.
1
2
RI
02/16/1994 - Present
PFS Investments Inc. (SMITHFIELD RI)
BC
Issued 09/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Angel Urena is the right advisor for you? Invested Better is here to help.
