Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Licio? Claim Your ProfileLicio Romeo Liberato is an investment advisor representative with PFS Investments Inc., and has been in the financial industry since July 18, 1994. Licio is registered with the state of Arizona and is currently approved to offer both broker-dealer and investment advisory services. Licio is licensed to offer investment products through PFS Investments Inc. Licio Romeo Liberato also holds Series 6, 26, 63, and 65 licenses as well as the SIE. Licio specializes in offering financial planning and investment management for individuals. Licio Romeo Liberato also has experience in selling investment-related products for companies affiliated with PFS Investments Inc. Licio may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services. Licio also owns rental property and receives rental income.
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
WA
03/17/2020 - Present
PFS Investments Inc. (LAKE STEVENS WA)
IA
Issued 6/26/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/23/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/18/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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