Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Itzel? Claim Your ProfileItzel Ayram-ana Swavely is a registered representative with PFS Investments Inc., a firm headquartered in Duluth, Georgia. Itzel is licensed in California. Itzel has been in the financial industry since 2020. Itzel is currently located at the PFS Investments Inc. branch office in Victorville, California. PFS Investments Inc. is a Registered Investment Advisor and Broker-Dealer. The firm provides portfolio management for individuals, among other services. The firm works with a diverse client base, including individuals, corporations, and charitable organizations.
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
01/22/2022 - Present
PFS Investments Inc. (VICTORVILLE CA)
CA
10/01/2020 - 12/31/2021
PFS INVESTMENTS INC. (REDLANDS CA)
BC
Issued 10/21/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/31/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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