Unclaimed
Darwin Lozano is a financial advisor based in Newark, CA. Darwin works at PFS Investments Inc. Darwin holds the Series 6 and Series 63 licenses. Darwin has been in the financial industry for almost 10 years. Darwin's current branch office is located in Newark, CA. Darwin is registered with the state of California. Darwin focuses on providing financial advice to individuals. Darwin is a Registered Representative with the Financial Industry Regulatory Authority (FINRA).
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
09/28/2013 - Present
PFS Investments Inc. (NEWARK CA)
BC
Issued 11/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Darwin Lozano is the right advisor for you? Invested Better is here to help.