Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Palacios is a financial professional registered with PFS Investments Inc. Luis has been in the financial services industry for over 7 years and is registered with the Financial Industry Regulatory Authority (FINRA) as well as the state of Maryland, New Jersey, New York, North Carolina, and Pennsylvania. Luis holds Series 6, 26, and 63 licenses and is a registered representative of PFS Investments Inc. The firm has offices in Lyndhurst, NJ and Duluth, GA. Luis specializes in providing financial advice to 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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NJ
05/21/2015 - Present
PFS Investments Inc. (LYNDHURST NJ)
BC
Issued 04/09/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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