Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucio? Claim Your ProfileLucio Perez is a registered representative with PFS Investments Inc. in New Bern, NC. Lucio has been in the industry since 1994 and holds the Series 6, Series 63, and SIE licenses. PFS Investments Inc. is a full-service financial firm with a focus on providing investment advice and portfolio management services to individuals, corporations, and charitable organizations. The firm has a strong track record of success and is committed to providing its clients with the highest level of service and expertise.
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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NC
05/23/1994 - Present
PFS Investments Inc. (NEW BERN NC)
BC
Issued 05/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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