Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lourdes? Claim Your ProfileLourdes C. Chavez is a registered representative with PFS Investments Inc., a financial services firm based in Duluth, Georgia. Lourdes has been active in the financial industry since June 2001. PFS Investments Inc. is a well-established firm, managing over $8 billion in assets for a wide range of clients, including individuals, businesses, and charitable organizations. Lourdes is dedicated to providing comprehensive financial advice and portfolio management services to help her clients achieve their financial goals. She is also a registered investment advisor in Nebraska, Iowa, and Arizona.
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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NE
06/22/2001 - Present
PFS Investments Inc. (OMAHA NE)
BC
Issued 10/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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