Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Eduardo Diaz is a financial advisor registered with PFS Investments Inc., a firm with a strong presence in the industry. Luis is licensed in both New Jersey and New York. Luis has held this position since December 2018. PFS Investments Inc. offers a wide range of services including portfolio management for individuals. Luis specializes in investment company products and variable contracts, evidenced by his Series 6 license. He is also well-equipped to handle a variety of financial needs, as he has earned his Series 63 license, which allows him to provide advice on state securities laws.
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.
1
2
NJ
12/10/2018 - Present
PFS Investments Inc. (WAYNE NJ)
BC
Issued 02/22/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Luis Diaz is the right advisor for you? Invested Better is here to help.
