Unclaimed
Estela Lumang is a financial professional with over 28 years of experience in the industry. Estela is a registered representative of PFS Investments Inc. and holds Series 6, 26 and 63 licenses. Estela is also licensed in seven states: California, Kentucky, Maryland, Nevada, Texas, Utah and Washington. Estela has a proven track record of helping clients achieve their financial goals.
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
07/18/1994 - Present
PFS Investments Inc. (FONTANA CA)
BC
Issued 12/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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