Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elvira? Claim Your ProfileElvira Lira-ortega is a financial advisor with PFS Investments Inc. located in RANCHO CUCAMONGA, CA. Elvira has been working in the financial industry since 2011. Elvira is registered with FINRA and holds Series 6, Series 63 and Series 26 licenses. Elvira specializes in portfolio management for individuals.
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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CA
11/19/2012 - Present
PFS Investments Inc. (RANCHO CUCAMONGA CA)
CA
07/18/2011 - 07/27/2012
PFS INVESTMENTS INC. (RANCHO CUCAMONGA CA)
BC
Issued 07/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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