Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angel? Claim Your ProfileAngel Perez is a registered representative with PFS Investments Inc. Angel has been in the industry since 2017 and is registered in California. Angel holds the Series 6, SIE, Series 26 and Series 63 licenses. Angel is a specialist in Series 6 products. PFS Investments Inc. is a Registered Investment Advisor headquartered in Duluth, Georgia. The firm has over 8.4 billion in regulatory assets under management.
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
01/24/2022 - Present
PFS Investments Inc. (NEWARK CA)
CA
08/29/2017 - 12/31/2021
PFS INVESTMENTS INC. (SAN LEANDRO CA)
BC
Issued 01/26/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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