Unclaimed
Lucio Guerrero is a financial advisor with PFS Investments Inc., licensed in Texas since 1988. Lucio has a strong track record in the industry, specializing in Investment Company Products/Variable Contracts. Lucio is registered with FINRA and is also licensed in Florida, New York, Pennsylvania, and Virginia. Lucio has over 35 years of experience in the financial services industry.
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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TX
04/13/1988 - Present
PFS Investments Inc. (AUSTIN TX)
BC
Issued 04/12/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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