Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lourdes? Claim Your ProfileLourdes Susana St george is a financial advisor currently registered with PFS Investments Inc. and has been in the industry since February 25, 2018. Lourdes has been working with PFS Investments Inc. since March 30, 2022, and is based out of the firm's Montclair, CA office. She has passed Series 6, Series 26, Series 63 and SIE exams and is licensed in California. PFS Investments Inc. manages a total of $8.46 billion in assets under management.
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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CA
07/24/2023 - Present
PFS Investments Inc. (MONTCLAIR CA)
CA
03/30/2022 - 12/31/2022
PFS INVESTMENTS INC. (ONTARIO CA)
CA
01/26/2016 - 09/17/2020
PFS INVESTMENTS INC. (ONTARIO CA)
BC
Issued 11/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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