Unclaimed
Augustin Luna is a financial professional with over 15 years of experience in the financial services industry. Augustin is currently registered with PFS Investments Inc. in Arizona and California. Augustin holds Series 6 and Series 63 licenses, as well as the SIE exam. Augustin has been associated with PFS Investments Inc. since 2003 and has been a Registered Representative since 2009. Augustin specializes in providing financial advice to individual investors.
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
AZ
02/17/2009 - Present
PFS Investments Inc. (PHOENIX AZ)
GA
12/16/2003 - 12/31/2008
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 12/26/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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