Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Boris? Claim Your ProfileBoris Ernesto Perez is a financial advisor who is registered with the state of New Jersey and holds the Series 6, Series 63, and SIE licenses. Boris has been in the industry since June 23, 2002, and is currently affiliated with PFS Investments Inc. Boris has been registered with the state of New Jersey since August 22, 2002. Boris has also been registered with the state of Florida since August 22, 2002, and the state of New York since June 24, 2002. PFS Investments Inc. is a financial services firm that provides investment advisory services to individuals, businesses, and institutions. Boris has been associated with PFS Investments Inc. since June 24, 2002.
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
NJ
06/24/2002 - Present
PFS Investments Inc. (EAST RUTHERFORD NJ)
BC
Issued 02/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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