Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Esmeralda? Claim Your ProfileEsmeralda Morales-huezo is a financial advisor with PFS Investments Inc., a firm with a strong presence in the financial services industry. Esmeralda is based in New York City, NY, and has been in the industry since September 2018. Esmeralda holds the Series 6 and SIE licenses, as well as the Series 63 license, and has been registered as a financial advisor with the state of New York since October 2018.
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
NY
09/06/2018 - Present
PFS Investments Inc. (NYC NY)
BC
Issued 10/02/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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