Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lulu? Claim Your ProfileLulu Madaka Massawe is a financial professional registered with PFS Investments Inc. in Temecula, California. Lulu has been working in the financial services industry since 2012. Lulu is licensed to provide investment advice in 17 states and holds Series 6, Series 63 and Series 26 securities licenses. Lulu's expertise includes providing investment advice to individuals, corporations and charitable organizations.
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
01/12/2022 - Present
PFS Investments Inc. (TEMECULA CA)
CA
01/05/2018 - 12/31/2021
PFS INVESTMENTS INC. (TEMECULA CA)
CA
01/05/2017 - 12/31/2017
PFS INVESTMENTS INC. (TEMECULA CA)
CA
01/06/2016 - 12/31/2016
PFS INVESTMENTS INC. (TEMECULA CA)
CA
10/31/2012 - 12/31/2015
PFS INVESTMENTS INC. (TEMECULA CA)
BC
Issued 12/11/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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