Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Irma? Claim Your ProfileIrma Leticia Velasquez is a financial professional with PFS Investments Inc., a firm that focuses on providing investment advice to individuals, corporations, and charitable organizations. Irma Leticia Velasquez is licensed in several states, including California, Florida, Hawaii, Kansas, Nebraska, New Mexico, Texas, and Washington. Her expertise lies in providing investment advice and managing portfolios for clients. Irma Leticia Velasquez's commitment to providing tailored financial guidance helps clients reach their investment goals.
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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CA
02/07/2023 - Present
PFS Investments Inc. (FONTANA CA)
BC
Issued 05/04/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/07/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/27/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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