Unclaimed
Beronica Carolina Pacheco is a financial advisor who has been in the industry since 2014. Beronica is currently registered with PFS Investments Inc. and has a Series 6, 26, and 63 license. Beronica has been registered with PFS Investments Inc. since 2017. Before that, Beronica was also with PFS INVESTMENTS INC. Beronica has a state examination in Series 63 and a principal exam in Series 26.
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
CA
01/27/2017 - Present
PFS Investments Inc. (PASADENA CA)
CA
08/06/2014 - 12/31/2016
PFS INVESTMENTS INC. (PASADENA CA)
BC
Issued 08/21/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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