Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guadalupe? Claim Your ProfileGuadalupe Paloma Barrios is an investment advisor representative at PFS Investments Inc., a firm located in Duluth, Georgia. Guadalupe has been in the industry since 1997 and holds several licenses, including the Series 6, 26, and 63, as well as the SIE and the Uniform Investment Adviser Law Examination. Guadalupe provides portfolio management services for individuals and also works as a sales professional for investment-related products.
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.
1
2
IL
08/16/2024 - Present
PFS Investments Inc. (CHICAGO IL)
IA
Issued 09/19/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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