Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorena? Claim Your ProfileLorena Vanegas is a financial advisor with over 16 years of experience in the industry. She is a registered representative with PFS Investments Inc., a firm with a strong commitment to providing comprehensive financial planning and investment management services to individuals and families. Lorena is dedicated to helping her clients achieve their financial goals by providing them with personalized advice and guidance. She holds a Series 6, Series 26, and Series 63 license, and is committed to staying up-to-date on the latest financial trends and regulations. Lorena is a valuable resource for clients seeking to manage their wealth and achieve their financial goals.
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
TX
05/08/2006 - Present
PFS Investments Inc. (SAN ANTONIO TX)
BC
Issued 10/18/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lorena Vanegas is the right advisor for you? Invested Better is here to help.
