Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos Abreu is a registered investment advisor representative with PFS Investments Inc. in Miami Lakes, FL. Carlos has been in the industry since July 2017, and holds the Series 6, Series 26, and Series 65 licenses. Carlos has a strong focus on providing investment advice and portfolio management to individual clients.
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
FL
03/15/2018 - Present
PFS Investments Inc. (MIAMI LAKES FL)
IA
Issued 03/05/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/26/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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