Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ines? Claim Your ProfileInes Romero is a registered representative with PFS Investments Inc. based in Rego Park, NY. Ines has been in the industry since 2001. She is licensed to offer securities and investment advisory services in several states. Her current employment with PFS Investments Inc. began in November 2001. She holds Series 6, 7, 63, 26 and SIE licenses. Ines is also a registered investment advisor in New York. She specializes in 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.
1
2
NY
08/03/2021 - Present
PFS Investments Inc. (REGO PARK NY)
NY
03/15/2001 - 10/25/2001
CLARK STREET CAPITAL, INC. (LEVITTOWN NY)
BC
Issued 08/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Ines Romero is the right advisor for you? Invested Better is here to help.
