Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lida? Claim Your ProfileLida Borooshan is a financial professional with PFS Investments Inc., a firm specializing in investment management services for individuals, high-net-worth individuals, corporations, and charitable organizations. Lida is registered with FINRA and licensed in several states, including California, Arizona, Nevada, Texas, and Virginia. Lida has been in the industry since March 2018. Lida is a Series 6 and Series 63 licensed professional. Lida is qualified to provide investment advice and securities related services.
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.
1
2
CA
03/05/2018 - Present
PFS Investments Inc. (RIVERSIDE CA)
BC
Issued 05/16/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lida Borooshan is the right advisor for you? Invested Better is here to help.
