Unclaimed
Jaime Alejandro Lara is a registered representative with PFS Investments Inc., licensed to conduct business in Maryland and Texas. Jaime Lara is currently located in San Antonio, Texas. Jaime Lara is a Series 63, 6TO, and SIE licensed representative. The representative specializes in financial planning. The representative joined PFS Investments Inc. on February 5, 2021.
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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2
TX
02/05/2021 - Present
PFS Investments Inc. (SAN ANTONIO TX)
BC
Issued 03/11/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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