Unclaimed
Consuelo Suarez is a registered representative at PFS Investments Inc. with over 1 year of experience in the financial services industry. Consuelo is licensed to sell securities in California and Nevada. Consuelo specializes in Investment Company Products/Variable Contracts. Consuelo has passed the Series 6 and Series 63 exams.
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
CA
03/19/2018 - Present
PFS Investments Inc. (NEWARK CA)
BC
Issued 05/28/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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