Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beatriz? Claim Your ProfileBeatriz Alvarez is a financial professional registered with PFS Investments Inc. Beatriz has been working in the financial industry since 2007. Beatriz's primary registration is with the state of California. Beatriz also holds licenses in Arizona. Beatriz's experience includes a background with PFS Investments Inc. Beatriz specializes in offering investment advice for individuals.
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
01/03/2014 - Present
PFS Investments Inc. (WEST COVINA CA)
CA
01/06/2011 - 12/31/2012
PFS INVESTMENTS INC. (WEST COVINA CA)
CA
01/07/2010 - 12/31/2010
PFS INVESTMENTS INC. (WEST COVINA CA)
CA
02/19/2007 - 12/31/2009
PFS INVESTMENTS INC. (NORTHRIDGE CA)
BC
Issued 06/30/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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