Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carolina? Claim Your ProfileCarolina Urrego is a registered representative at PFS Investments Inc., a firm headquartered in Duluth, Georgia. Carolina has been in the industry for over 2 years, with a registration date of June 26, 2024. Carolina's current location is at the MIAMI, FL branch of PFS Investments Inc. Carolina holds the Series 6TO and SIE securities licenses and is qualified to provide a range of investment advisory services to individuals and corporations.
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
FL
06/26/2024 - Present
PFS Investments Inc. (MIAMI FL)
BC
Issued 06/26/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/31/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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