Unclaimed
Gabriel Gerardo Perez Casado is a financial professional with PFS Investments Inc. Gabriel has been in the financial industry for over 2 years. Gabriel is registered with FINRA and holds the following licenses: Series 63, Series 6TO, and SIE. Gabriel is currently registered in Massachusetts and Puerto Rico.
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
PR
02/27/2021 - Present
PFS Investments Inc. (HATILLO PR)
BC
Issued 07/03/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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