Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Homero? Claim Your ProfileHomero Horacio Guerra is a financial advisor registered with PFS Investments Inc. based in Fort Myers, Florida. Homero has a total of 2 state exams and 2 product exams and has been in the industry since February 6, 2023. Homero is licensed to provide investment advisory services in Texas and Minnesota. Homero's experience includes working as a financial advisor at Primerica Financial Services and PFS Investments Inc. Homero also holds a business ownership position at HM Residential Services LLC.
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
TX
08/15/2023 - Present
PFS Investments Inc. (HOUSTON TX)
IA
Issued 07/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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