Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clara? Claim Your ProfileClara Romero velazco is a registered representative with PFS Investments Inc. Clara is licensed to offer securities products in Washington and has been in the industry since 2023. Clara is also registered with FINRA and the state of Washington. Clara specializes in investment products and services.
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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WA
07/06/2024 - Present
PFS Investments Inc. (Pasco WA)
BC
Issued 08/31/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/05/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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