Unclaimed
Chioma Ugorji is a financial professional with over 10 years of experience in the industry. Chioma is a registered representative with PFS Investments Inc., working out of the Langorne, PA office. Chioma has a wide range of experience, including working with a variety of clients including individuals, high-net-worth individuals, businesses, and charitable organizations. Chioma's registrations include Series 6, Series 63, and Series 65. Chioma is dedicated to providing clients with the best possible service and advice to help them achieve their financial goals.
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
PA
03/04/2014 - Present
PFS Investments Inc. (LANGHORNE PA)
IA
Issued 12/30/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Chioma Ugorji is the right advisor for you? Invested Better is here to help.