Unclaimed
Luz Rivera is a financial professional with PFS Investments Inc. Luz has been in the industry since October 2020. Luz holds the Series 6TO, Series 63, and SIE licenses. Luz is registered in Florida and New York.
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
FL
10/21/2020 - Present
PFS Investments Inc. (MARGATE FL)
BC
Issued 03/08/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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