Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guillermo? Claim Your ProfileGuillermo David Bermudez is a registered representative with PFS Investments Inc. Guillermo has been in the financial industry for less than a year. He has been registered with PFS Investments Inc. since November 6, 2023. Guillermo holds Series 63, SIE, and Series 6TO licenses. Guillermo is licensed in Arizona, California, and Oregon. Guillermo is a licensed agent in California. Guillermo specializes in working with individual clients.
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
11/06/2023 - Present
PFS Investments Inc. (REDLANDS CA)
BC
Issued 11/17/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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