Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucy? Claim Your ProfileLucy Barcelos is a financial professional with over 20 years of experience in the industry. Currently, Lucy is a Registered Representative at PFS Investments Inc., where she has been since 2010. Lucy previously worked at PFS Investments Inc. in Whittier, CA from 2002 to 2009. Lucy holds Series 6, 26, and 63 licenses, and has passed the SIE Exam. Lucy is registered in California. PFS Investments Inc., is a full-service financial firm that offers a wide range of investment products and services to individuals and businesses.
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
01/25/2010 - Present
PFS Investments Inc. (CERRITOS CA)
CA
02/04/2002 - 12/31/2009
PFS INVESTMENTS INC. (WHITTIER CA)
BC
Issued 10/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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