Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francisco? Claim Your ProfileFrancisco Orellana is a financial professional with over 28 years of experience in the industry. Francisco is a registered representative of PFS Investments Inc. and holds licenses for the Series 6, Series 26, and Series 63 exams. Francisco is registered to provide investment advice in Florida, Maryland, North Carolina, and Virginia. Francisco specializes in portfolio management for individuals.
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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FL
06/08/1995 - Present
PFS Investments Inc. (MIAMI FL)
BC
Issued 01/26/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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