Unclaimed
Lourd Galanida Diago is a financial professional with PFS Investments Inc., located in Los Angeles, CA. Lourd is registered with FINRA and holds Series 6, SIE, and Series 63 licenses. Lourd has been in the financial industry since 2015 and has experience in portfolio management for individuals.
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
CA
01/25/2016 - Present
PFS Investments Inc. (LOS ANGELES CA)
CA
12/08/2015 - 12/31/2015
PFS INVESTMENTS INC. (MARINA DEL REY CA)
BC
Issued 02/08/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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