Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emanuel? Claim Your ProfileEmanuel Perez is a registered representative with PFS Investments Inc. Emanuel has been in the industry since July 2023 and is licensed in Arizona and California. He has passed the Series 63, Series 6TO, and SIE exams. Emanuel is a specialist in the Investment Company Products/Variable Contracts Representative Examination. Emanuel focuses on providing financial planning and portfolio management for individuals. His office is located at 1911 N AUSTIN AVE, STE 300-A in GEORGETOWN, TX.
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
07/11/2023 - Present
PFS Investments Inc. (GEORGETOWN TX)
BC
Issued 09/06/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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