Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gustavo? Claim Your ProfileGustavo Lopez Vasquez is an investment advisor representative with PFS Investments Inc., licensed in Washington. Gustavo has been in the industry since May 2017, working previously with Primerica Financial Services. Gustavo also has experience with various other companies and industries. Gustavo currently works out of PFS Investments Inc.'s branch office in Puyallup, WA. Gustavo has passed the Series 6, Series 63, Series 26, and Series 65 exams. Gustavo is able to offer financial planning and portfolio management for individuals.
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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WA
09/11/2020 - Present
PFS Investments Inc. (PUYALLUP WA)
IA
Issued 08/25/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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