Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loretta? Claim Your ProfileLoretta Anne Pulido is a registered representative with PFS Investments Inc. Loretta has been in the securities industry since December 2003. Loretta is licensed in Arizona, Oregon, South Dakota, Texas, and Washington. Loretta has a Series 6, Series 26, and Series 63 license. Loretta specializes in portfolio management for individuals. Loretta's office is located in Mount Vernon, Washington.
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
12/08/2003 - Present
PFS Investments Inc. (MOUNT VERNON WA)
BC
Issued 05/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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