Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julius? Claim Your ProfileJulius Lee is a financial advisor at PFS Investments Inc. with over six years of experience in the financial services industry. Julius is registered with FINRA as a Series 6, 26, and 63 licensed representative and holds the SIE certification. Julius has a proven track record of providing clients with personalized financial advice and investment management strategies. Julius is committed to helping clients 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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TX
01/03/2024 - Present
PFS Investments Inc. (CORPUS CHRISTI TX)
TX
04/20/2017 - 12/31/2023
PFS INVESTMENTS INC. (CORPUS CHRISTI TX)
IA
Issued 11/11/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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