Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Iniguez is an investment professional with over 2 years of experience in the financial services industry. Luis is registered in 4 states including Arizona, California, Colorado and Texas. Luis is affiliated with PFS Investments Inc. and has a Series 63, Series 26, Series 6TO and SIE license. Luis has over 5 years of experience in the financial services industry and offers portfolio management services 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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2
CA
07/01/2019 - Present
PFS Investments Inc. (RIVERSIDE CA)
BC
Issued 06/06/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/29/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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