Unclaimed
Ilianna Guadalupe Ramirez-medina is a registered representative with PFS Investments Inc. Ilianna has been in the industry for over 6 years, has passed the Series 63, SIE and Series 6 exams, and is licensed in California and Nevada. Ilianna is a financial advisor who offers a variety of financial services to individuals. She is committed to helping clients reach their financial goals. Her experience and expertise make her a valuable resource for clients seeking financial advice.
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
CA
11/26/2016 - Present
PFS Investments Inc. (TORRANCE CA)
BC
Issued 05/12/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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