Unclaimed
Loren Harper is a financial advisor with PFS Investments Inc. Loren has been working in the industry for over a year and has a strong understanding of the investment markets. Loren is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to sell securities in Florida. Loren specializes in providing financial advice to individuals, with a focus on building and managing their investments for the long-term.
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
FL
08/29/2022 - Present
PFS Investments Inc. (MIAMI LAKES FL)
BC
Issued 08/27/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/25/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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