Unclaimed
Denisse V. Rojas lopez is a licensed financial professional with PFS Investments Inc., a company with a strong focus on providing individuals and families with personalized financial guidance. Denisse has been working in the financial industry since 2020, and her expertise covers a wide range of financial products and services. She is currently registered in Florida, Georgia, and Texas. Denisse holds a Series 63 and a Series 6TO license, along with the SIE exam, demonstrating her commitment to staying up-to-date with industry standards and best practices.
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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GA
03/02/2020 - Present
PFS Investments Inc. (DULUTH GA)
BC
Issued 09/20/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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