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Dulce E Ceron-morales

PFS Investments Inc.

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About Dulce E Ceron-morales

Dulce Ceron-morales is a financial advisor with PFS Investments Inc. Dulce is registered with FINRA as a registered representative and has been in the industry since November 1, 2018. Dulce holds the Series 6, Series 63, and SIE licenses. Dulce is also registered in California. Dulce's office is located at 222 N MOUNTAIN AVENUE, SUITE 107 in Upland, CA. Dulce previously worked at PFS Investments Inc. in Covina, CA. PFS Investments Inc. is an investment advisor registered with the SEC. The firm has 3510 licensed agents, 3515 investment advisor reps, and 3582 registered representatives. The firm's main office is located in Duluth, GA. The firm's regulatory assets under management are $8,461,983,895. The firm's advisory services include portfolio management for individuals.

Firm Information

Dulce Ceron-morales is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dulce Ceron-morales’s Registration & Firm History

CA

01/22/2019 - Present

PFS Investments Inc. (UPLAND CA)

CA

10/12/2018 - 12/31/2018

PFS INVESTMENTS INC. (COVINA CA)

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Licenses & Designations

BC

Issued 01/08/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/13/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/12/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dulce E Ceron-morales.
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