Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos Daniel Monroy cornejo is a licensed financial professional. Carlos has a Series 63 license and is registered with the state of Illinois, Carlos has a Series 6TO license and a SIE license as well. Carlos is employed with PFS Investments Inc. and is located at 555 WATER EDGE LN, STE 225-A, LOMBARD, IL 60148. Carlos is a financial professional with experience in the financial services industry.
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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IL
02/13/2023 - Present
PFS Investments Inc. (LOMBARD IL)
BC
Issued 03/13/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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