Unclaimed
Manuel Olegario Carrillo is a financial advisor at PFS Investments Inc. with over 6 years of experience in the financial services industry. Manuel is registered in Arizona and holds the Series 6, Series 63 and SIE licenses. He is a specialist in providing portfolio management for individuals. He is a dedicated professional committed to helping clients achieve their financial goals. Manuel is based in Tucson, AZ, working at the PFS Investments Inc. branch office located at 5920 E PIMA STREET, SUITE 100.
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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2
AZ
01/09/2024 - Present
PFS Investments Inc. (TUCSON AZ)
AZ
01/08/2018 - 12/31/2023
PFS INVESTMENTS INC. (TUCSON AZ)
AZ
01/01/2006 - 06/19/2006
CHASE INVESTMENT SERVICES CORP. (TUCSON AZ)
BC
Issued 02/10/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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