Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judith? Claim Your ProfileJudith Ivonne Perez romero is an investment advisor representative at PFS Investments Inc., with over 10 years of experience in the financial industry. Judith specializes in Investment Company Products/Variable Contracts and has been registered with the state of Florida since January 2017. Judith is dedicated to providing personalized financial advice to her clients, helping them achieve their financial 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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2
FL
01/24/2017 - Present
PFS Investments Inc. (MIAMI LAKES FL)
FL
01/27/2016 - 12/31/2016
PFS INVESTMENTS INC. (MIAMI LAKES FL)
FL
05/28/2015 - 12/31/2015
PFS INVESTMENTS INC. (MIAMI LAKES FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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