Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Alfonso Villa rojas is a registered representative with PFS Investments Inc. Luis Alfonso Villa rojas is licensed in California and has been in the industry since September 3, 2023. Luis Alfonso Villa rojas has passed the Series 63, Series 6TO, Series 26 and SIE exams. Luis Alfonso Villa rojas specializes in providing investment advice for individuals.
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
09/04/2023 - Present
PFS Investments Inc. (FULLERTON CA)
BC
Issued 10/21/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/24/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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