Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Ricardo Seanez is a financial professional with PFS Investments Inc., a firm with a broad range of experience in the financial industry. Luis is registered with the state of California and has obtained the Series 63, Series 6TO and SIE licenses. Luis has been in the industry since 2019 and holds a significant amount of experience working with both high net worth individuals and individuals other than high net worth.
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
01/22/2024 - Present
PFS Investments Inc. (SANTA FE SPRINGS CA)
CA
02/18/2019 - 12/31/2023
PFS INVESTMENTS INC. (SANTA FE SPRINGS CA)
BC
Issued 10/28/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/14/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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