Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivette? Claim Your ProfileIvette Osorio is a financial professional registered with PFS Investments Inc., a firm with a strong reputation for providing comprehensive financial services. Ivette focuses on investment company products and variable contracts, offering personalized advice and guidance to help clients reach their financial goals. She has a thorough understanding of the securities industry, having earned her Series 6TO and SIE licenses.
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
05/10/2024 - Present
PFS Investments Inc. (BURBANK CA)
BC
Issued 05/10/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/31/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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