Unclaimed
Evelyn Villanueva Aguila is a financial professional with over 30 years of experience in the financial industry. She is currently registered as a Registered Representative with PFS Investments Inc. in New York. Evelyn is also registered as an Investment Advisor Representative with the firm. Evelyn's experience includes working with a variety of clients, including individuals, corporations, and charitable organizations. She is knowledgeable in a variety of financial products and services.
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
08/03/2021 - Present
PFS Investments Inc. (NANUET NY)
IA
Issued 04/06/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
BC
Issued 05/07/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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