Unclaimed
Lupe Infante is a financial advisor registered with PFS Investments Inc. Lupe has been in the industry since July 2020 and has licenses in 10 states. Lupe holds Series 6, 63, 26 and SIE licenses and has been registered with PFS Investments Inc. since July 2020. Lupe is located in El Paso, Texas.
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.
1
2
TX
07/30/2020 - Present
PFS Investments Inc. (EL PASO TX)
BC
Issued 08/31/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/30/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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