Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos Perez is a registered representative with PFS Investments Inc. Carlos is a financial professional with experience in the financial services industry. Carlos is licensed in Arizona and California. Carlos specializes in providing investment advice and portfolio management services.
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.
1
2
CA
01/31/2022 - Present
PFS Investments Inc. (WHITTIER CA)
BC
Issued 02/24/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/08/2021
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Carlos Perez is the right advisor for you? Invested Better is here to help.
