Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Drew? Claim Your ProfileDrew Perez is a financial advisor with PFS Investments Inc., a firm that serves individuals, corporations, and charitable organizations. Drew has been in the financial services industry for over a year and has a broad range of knowledge and experience in investment products and services. Drew holds the Series 63, 6TO, and SIE licenses and provides a variety of financial services to clients, including portfolio management and financial planning.
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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TX
07/23/2024 - Present
PFS Investments Inc. (KATY TX)
BC
Issued 08/30/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/12/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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