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 a financial advisor with PFS Investments Inc. Licio has been in the industry since 1994. Licio's firm has offices in LAKE STEVENS, WA and CHANDLER, AZ. Licio has passed the Series 6, 63, and 26 exams. Licio has a current registration as an Investment Advisor Representative in Arizona. Licio is also registered as a Registered Representative in Arizona and Washington. Licio has held positions with PRIMERICA FINANCIAL SERVICES and PFS INVESTMENTS INC. Licio is also involved with other businesses outside of their role at PFS Investments Inc..
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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WA
03/17/2020 - Present
PFS Investments Inc. (LAKE STEVENS WA)
IA
Issued 06/26/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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