Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Avalos is a financial advisor at PFS Investments Inc., a registered investment advisor. Luis has been in the industry since June 1998 and holds Series 6, 63, and SIE licenses. Luis has been registered with the state of California since June 1998 and with the state of Arizona since May 2002. PFS Investments Inc. provides portfolio management services to individuals and has a client base of over 59,000 accounts, totaling over $8.4 billion in assets under management.
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
06/08/1998 - Present
PFS Investments Inc. (VALENCIA CA)
BC
Issued 06/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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