Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Freddy? Claim Your ProfileFreddy Rugerio is a registered representative with pfs investments inc. and is licensed to sell securities in California. Freddy has been in the securities industry since April 5, 2017, and has held various positions, including a previous role at pfs investments inc. in Anaheim, California. Freddy holds the Series 6, Series 63, and SIE licenses and has experience providing investment advice and portfolio management for individuals. Freddy is registered with pfs investments inc. in Fullerton, California, which is located at 2495 E ORANGETHORPE AVE STE 200-201-A, 92831.
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
08/20/2019 - Present
PFS Investments Inc. (FULLERTON CA)
CA
08/27/2016 - 01/09/2019
PFS INVESTMENTS INC. (ANAHEIM CA)
BC
Issued 09/23/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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