Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guillermo? Claim Your ProfileGuillermo Olmedillo is a financial advisor with PFS Investments Inc., having joined the firm in January 2001. Guillermo holds Series 6, 26, 63, and 65 licenses, as well as the SIE designation. Guillermo specializes in working with high-net-worth individuals, corporations, and other businesses. Guillermo is also a registered representative in Florida and has been registered in other states, including California, Colorado, Georgia, Illinois, Kentucky, North Carolina, Puerto Rico, Tennessee, Texas, and Virginia. Guillermo is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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
FL
09/08/2011 - Present
PFS Investments Inc. (MIAMI FL)
BC
Issued 03/31/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/04/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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