Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Irene? Claim Your ProfileIrene Perez is a financial professional with PFS Investments Inc. Irene is based in DES PLAINES, IL and has been working in the industry since 2019. Irene holds a Series 6, Series 63 and SIE licenses and is registered in Illinois. Irene specializes in helping 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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IL
01/27/2020 - Present
PFS Investments Inc. (DES PLAINES IL)
IL
01/09/2019 - 12/31/2019
PFS INVESTMENTS INC. (DES PLAINES IL)
BC
Issued 03/26/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2019
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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