Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lillian? Claim Your ProfileLillian Rocio Lino is a financial advisor with PFS Investments Inc. who is registered with FINRA and the state of California. Lillian has been in the financial services industry for more than six years. Lillian has passed the Series 6, Series 63 and Series 26 exams. PFS Investments Inc. is a registered investment advisor that provides financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and corporations or other businesses. PFS Investments Inc. has approximately $8.46 billion in assets under management.
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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CA
02/20/2018 - Present
PFS Investments Inc. (RIVERSIDE CA)
CA
01/23/2015 - 12/31/2016
PFS INVESTMENTS INC. (SAN LEANDRO CA)
BC
Issued 09/05/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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