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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lourdes? Claim Your ProfileLourdes Lopez is an investment advisor representative with pfs investments inc. in Sugar Grove, PA. Lourdes has been in the financial services industry since 2010. Lourdes is registered with the state of California and Texas. Lourdes works primarily with individuals and charitable organizations. Lourdes has a Series 6, 63, and 26 licenses as well as the SIE designation.
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
PA
07/30/2021 - Present
PFS Investments Inc. (SUGAR GROVE PA)
CA
06/09/2008 - 11/14/2012
PFS INVESTMENTS INC. (SAN JOSE CA)
IA
Issued 06/16/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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