Unclaimed
Christie Rivamonte Ramos is a financial advisor who joined PFS Investments Inc. in February 2022. Christie holds the Series 6TO, Series 63, and SIE licenses and is registered in California, Nevada, and New Mexico. Prior to joining PFS Investments Inc., Christie worked as a financial advisor at another firm. Christie specializes in portfolio management for individuals and has a strong track record of helping clients 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.
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CA
02/26/2022 - Present
PFS Investments Inc. (LONG BEACH CA)
BC
Issued 09/17/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/23/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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