Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Idalia? Claim Your ProfileIdalia Aguilera Ortega is a registered representative with PFS Investments Inc. in Milwaukee, Wisconsin. Idalia has been in the industry for 2 years and is currently active in the state of Wisconsin. Idalia specializes in securities and holds Series 63, Series 6TO and SIE licenses.
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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WI
03/02/2024 - Present
PFS Investments Inc. (MILWAUKEE WI)
BC
Issued 06/10/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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