Unclaimed
Drusila Acosta Lerma is a registered representative with PFS Investments Inc., a financial services firm based in Duluth, GA. Drusila's experience in the financial industry dates back to August 4, 2005. Drusila specializes in variable annuities and holds Series 6 and 26 licenses, as well as the SIE and Series 63. Drusila has a broad range of experience in the securities industry and has been serving clients in Arizona, California, Florida, South Carolina and Texas for many years.
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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2
AZ
08/05/2005 - Present
PFS Investments Inc. (PHOENIX AZ)
BC
Issued 09/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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