Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gladys? Claim Your ProfileGladys Lomeli is a financial advisor with PFS Investments Inc. She has been in the financial services industry since May 2006, specializing in providing investment advice to individuals. Her expertise encompasses a range of financial products, including insurance and loan products. She holds the Series 6, 63, 26, and 65 licenses as well as the SIE exam. Gladys Lomeli is registered in California, Illinois, Indiana, and Texas. In addition to her role at PFS Investments Inc., Gladys Lomeli also collaborates with Primerica Mortgage, LLC and Primerica Client Services, Inc. to offer additional financial 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
IL
04/10/2017 - Present
PFS Investments Inc. (DES PLAINES IL)
IA
Issued 03/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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