Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Flor? Claim Your ProfileFlor Marie Ortiz lopez is a licensed representative at PFS Investments Inc. with over 2 years of experience in the financial services industry. Flor Marie Ortiz lopez is licensed to offer securities and investment advisory services in Puerto Rico. Flor Marie Ortiz lopez has successfully completed the Series 6TO and the SIE exams. Flor Marie Ortiz lopez currently works in the Guaynabo branch office of PFS Investments Inc., and can help clients with a range of financial needs.
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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PR
03/18/2024 - Present
PFS Investments Inc. (GUAYNABO PR)
BC
Issued 03/18/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/13/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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