Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cherry lou? Claim Your ProfileCherry lou Rojo Lacsina is a financial advisor at PFS Investments Inc. with a focus on investment advisory services for individuals. Cherry lou has been in the industry for several years. Cherry lou holds a Series 63 license and Series 6TO and SIE exams. Cherry lou is registered in Hawaii.
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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CA
05/28/2022 - Present
PFS Investments Inc. (BURBANK CA)
BC
Issued 03/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/04/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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